With reports, you can easily keep track of your expenses when using SIE or CSV downloads — both those that have already been exported and those that are still waiting to be exported.
A report is a collection of expenses and can be exported in several formats: SIE, CSV, Excel, or ZIP. Each report has one of two statuses: Draft or Exported.
A report with status Draft is open for new expenses. Please note that you can only have one draft report at a time. When you download the report, it is automatically marked as Exported, but you can also manually change the status to Exported without downloading it.
An Exported report can no longer receive new expenses, but you can always:
Download the report again
Change the status back to Draft
An expense can only belong to one report. Once an expense has been added to a report, it receives the status Exported to indicate that it has already been included.
Add expenses to a report
Go to Accounting & Export and select Ready for Export.
Select the expenses you want to include in the report.
The expenses are automatically added to the existing draft report, or a new report is created if no draft report exists.
For those who have previously exported transactions
With the Reports feature, you can now also retroactively mark previously downloaded expenses (via CSV or SIE files) as exported.
You don’t need to export the expenses again — simply mark the report as Exported.
Can’t download an SIE or CSV file?
Make sure that all accounting settings are completed. If the settings are not finalized, the file download will fail.