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Download a filtered view on Spendesk
Download a filtered view on Spendesk

Download lists of payments or payables that you need!

Updated over a month ago

Spendesk offers various reporting functionalities to help you manage expenses, payments, and requests. Below is a guide to the common export tasks you may need to perform.

Download Filtered Payments

Use case: Download a user’s payments made using a physical card within a specified period.

Steps:

  1. Option 1:

    • Go to the Bookkeep > All Payments tab.

    • Apply filters:

      • Type = Physical Card

      • Payer = [User Name]

    • Apply the filters and validate.

  2. Option 2:

    • Go to Bookkeep > All Payables tab.

    • Apply filters by Payment Status, Period, and then Download the payables.

    • After exporting to Excel/Numbers, filter by Payer to isolate the specific user.

Note: We won’t use the 'Requests' tab in this case since we're looking for paid expenses only.

Download Filtered Payables

Use case: Download a recap of expense claims approved by approvers and/or finance teams but not yet paid, for a specific cost center (e.g., Marketing).

Steps:

  1. Option 1:

    • Go to Bookkeep > All Payables tab.

    • Filter by Expense Claims and Payment Status = Approved, and then select the relevant Cost Center.

  2. Option 2:

    • Go to Requests > All Requests tab.

    • Apply filters:

      • Type = Expense Claims

      • Status = Approved

      • Cost Center = Marketing (or relevant cost center)

    • Download the filtered list.

Download Requests

Use case: Download all requests with a Denied status.

Steps:

  • Go to Requests > All Requests tab.

  • Apply the filter: Status = Denied.

  • Select the results and click Download.

Download Receipts for Paid Expense Claims

Use case: Download all receipts for paid expense claims within a specified period.

Steps:

  • Go to Bookkeep > All Payments tab.

  • Apply the filter:

    • Period = [Start Date] to [End Date]

    • Type = Expense Claim

  • Select the results and click Download with Receipts.

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