Audit history

Overview

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. 

Jump to:

• Overview
• Data export options
• Step-by-step to downloading transaction data
• Timestamps in exports

Data export options

There are several places to export data:

1. Insights dashboard
2. Transactions
3. Cards
4. 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.

Step-by-step to downloading transaction data

1. Navigate to the Expenses tab and select Transactions

2. Optionally, apply any filters to the data (transactions for a particular user or department, within a specific timeframe, or over a certain amount, to name a few options!)

3. Click the Download transactions icon and choose the desired file type or for admins/managers, choose Advanced export to select columns that are not shown on the table

4. Depending on the volume and data type, your export will either be downloaded directly or sent to your email.

Timestamps in exports