Reports for CSV and SIE exports

If you export accounting data using CSV or SIE files, reports help you keep track of which expenses have already been exported and which are still waiting to be exported.

A report is a collection of expenses that can be downloaded in one of the following file formats:

Each report has one of two statuses: Draft or Exported.
​

A report with the status Draft is open and can continue to receive new expenses.

You can only have one draft at a time.

When you download a report, its status automatically changes to Exported. You can also manually mark the report as Exported without downloading it.
​

A report with the status Exported is closed and can no longer receive new expenses.

You can still:

To add expenses to a report:

The expenses are automatically added to the existing draft. If there is no draft, a new report is created automatically.
​

To download a report:

Once the report has been downloaded, its status automatically changes from Draft to Exported.
​

An expense can only belong to one report at a time.

Once an expense has been added to a report, its status changes to Exported, indicating that it has already been included in a report.

If you previously exported transactions using CSV or SIE files without using the report feature, you can still keep your export history up to date.

Create a report containing the relevant expenses and then change the report status to Exported. The expenses do not need to be exported again.

If you have any questions about reports or exports, you're welcome to contact us via the chat in the bottom-right corner.