Export: Best Practices

Don’t let the work stack up! We recommend you export little and often for the best and efficient way to handle your bookkeeping. Depending on your expense volume you should export weekly or at least monthly. Even better: Set yourself a reminder in your calendar and follow our ‘top tips’ below.

Apply filters 

Looking to only export a date range of expenses? Or maybe those with a receipt? On the Top of the page we recommend you use the following filters:

  1. Date filter to only look at the expenses that are in the date range relevant to your bookkeeping period (e.g. last month).

  2. Receipt filter to only see expenses that have receipts attached.

  3. Review filter (under “More filters”) to only see approved expenses, if you have teams and reviewers set up.


Bulk edit

No need to individually handle every expense. If you have a bunch of regular expenses that will always have the same account, tag or tax code? Filter or search for these and update them all in one action.

  1. Search / Filter for the expenses

  2. Select all expenses on the top left

  3. Click “Bulk Edit” at the bottom of the page

  4. Add the relevant Account or Tag (if applicable)

  5. Hit “Apply”

Split Screen 

We have saved the best for last - This is our goto tip for all our customers! Did you know you can view the receipt and expense details side by side and edit and update as you go? Remember these steps below:

  1. Click on the first expense in your list to open the sidebar on the right

  2. In the Details tab scroll down to the receipt and click on the image

  3. The receipt will appear on the left side of your screen, allowing you to simultaneously view the receipt and review / update the expense details.

  4. Use the arrow keys to go to the next expense.

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