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. That said, downloading expenses will not move them to the exported tab. This is why we generally recommend that you use the export function whenever possible, even if you are using a .csv or custom format. This doesn't move anything or change anything in Pleo. 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

  1. Go to the Wallet page from the Export menu.

  2. Select and apply any filter.

  3. Download a .csv or Excel file.

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