Before you get started

Downloading expenses is different than exporting expenses. For example, if someone needs a spreadsheet of their team's Pleo expenses, then you can download the requested file. This doesn't move anything or change anything in Pleo. Exporting, however, lets you move expenses out of Pleo and into your accounting system. Exporting is what you do when Pleo expenses have been approved and you move them over so that they are locked (no longer editable).

How to download expenses

As admin or bookkeeper you can head to the Wallet from the Export menu, select and apply any filter. This will give you the option to download a .csv + .xlsx data extract of the expenses according to the this filtered batch.

If you wish to know more about how to export your transactions to your accounting system, head to this article.

This video goes through the whole process:

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