We understand the importance of audit readiness and the accessibility of your data. In this article, we'll guide you through the process of exporting data from different sections of our platform and explain the timestamps you may encounter. All your transaction data and receipts are securely stored as long as you remain an active customer.
Data Export Options
There are several places to export data:
- Insights Dashboard
- Bill Pay
Upon navigating to each section, clicking on the download icon on the right-hand side of the page will export the data in a CSV file. Depending on which tab you are exporting your data from, we'll likely email you this CSV. Admins may also download transactions/reimbursement receipts in bulk, whereas managers can download receipts individually.
Note: If you filter on the Insights, Transaction, or Bill Pay page, the CSV will only contain the filtered items. For Cards, all items will be downloaded regardless of filtering.
Timestamps in exports
Let's consider an example:
- An employee on the East Coast makes a transaction at 1:00 am ET on April 1st.
- If you are on the West Coast, this transaction will show as 10:00 pm PT on March 31st for you.
- However, when exported in a CSV or synced to your accounting provider, the timestamp will appear as occurring at 6:00 am UTC on April 1st.