HELP CENTER / FINANCE TEAMS
Prepare finance reports and receipt exports
Review approved expenses and generate CSV or PDF exports with supporting receipt evidence.
Finance review
- Sign in with a finance or authorized administrator account.
- Open Finance to review expenses ready for financial processing.
- Check amounts, currencies, approval status, and attached receipts.
- Choose the supported CSV or PDF export for reconciliation and recordkeeping.
Receipt images in PDF exports
PDF exports can include supporting receipt images where those files are available and accessible to the export request.
An export is a record of the selected expense information; it is not a substitute for your organization's own accounting controls.