For persons with administrator role
When the expenses have been handled by the right person in the Cardlay Expense web application, these expenses can be exported and downloaded in excel and/or CSV-format. Here is how you do it:
-
Find the Expenses page
In the menu, click expenses. Now you will land on the expenses page where you by default will see all expenses where review is needed.
- Find the Exports page
When expenses have been reviewed, approved and exported it will be visible on the exports page.
- Download
Choose the relevant expenses and click ‘Download’.
- Choose format
Choose the file format you want.
You can choose between Excel (XLSX), CSV, and/or Data and receipts, which is a zip-file consisting of both the Excel file, CSV file, and receipts pictures.
Screenshot of where the downloaded file ends (e.g. on top of the page on a mac)