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Documentation ยท Expenses

How To Manage Export Settings In Expenses

What this does

This guide explains how to create and manage export templates in Expenses.

Use export settings when spend data needs to leave the app in a repeatable format for bookkeeping, accounting, or another external workflow.

Before you start

  • Your role must be able to reach Export Settings.
  • Decide whether the template should be built from scratch or from an import.
  • Decide who should be allowed to use the template later.

Steps

  1. Open Expenses.
  2. Go to Settings.
  3. Select Export.
  4. Choose either Create from scratch or Create from import.
  5. Enter Template name.
  6. Decide whether to Include headings.
  7. Choose the Report Target.
  8. In Share template with, choose which roles should have access:
  • Managers
  • Staff
  • Viewers
  1. Build the Columns list.
  2. For each column, enter a Column label and choose a Source key.
  3. Use Add column whenever you need another export field.
  4. Click Save.

Editing, import, and delete actions

Existing templates can also be managed directly from the templates table.

  • click a template name or the edit icon to open it again
  • use the delete icon if you need to remove a template
  • confirm removal with Delete, or stop with Cancel

If you choose Create from import:

  • upload the file with Upload CSV
  • use Continue to build the draft template from the first row of the file
  • use Cancel if you do not want to continue

Important

  • The page warns that templates are only saved when you click Save in the editor.
  • The share toggles work alongside the wider permissions model.

Common mistakes

  • Assuming template sharing overrides the main permissions settings.
  • Building exports before the underlying spend, staff, or pay period data is reliable.
  • deleting a template before checking whether another finance or bookkeeping workflow still relies on it

What to do next

After saving the template, return to the reports pages and use Export to run it.

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