Whether you need to analyse 🎯 your spending data or share it 🔁 with others, this feature allows you to export either a single budget or multiple budgets at once.
Export a Budget
There are 2 ways you can export data about Budgets.
From the specific budget's view: Navigate to the specific budget you want to export.
From the main Budgets page: Alternatively, you can export all budgets at once from the Budgets tab, in a single spreadsheet.
🔄 Clicking on the 'export' icon ( ⬇️ ) will initiate the export process, which continues in the background, so you can keep navigating the application without interrupting the export.
After the export process is completed, you will receive an email containing a link, which allows you to download the exported data in a spreadsheet file.
Template of the exported spreadsheet
The exported spreadsheet contains the following fields. ⬇️
Cost center: This field indicates the cost center associated with the purchase.
Payer: The payer field specifies the employee who made the purchase.
Supplier: The supplier field denotes the entity from which the purchase was made.
Allocation date: This field represents the date considered for the spend allocation.
Spend status: This field indicates whether the purchase has already occurred or is planned for the future.
Amount excluding VAT: The amount excluding VAT field displays the purchase's amount without tax (VAT).
VAT amount: This field provides the tax amount associated with the purchase.
VAT confidence: The VAT confidence field describes how the VAT amount was calculated (for example, "Validated by Finance" or "Calculated automatically").
Amount including VAT: This field shows the total purchase amount, including the VAT.
Company currency: Default company currency (=the currency of the wallet).
Spend type: The spend type field specifies the nature of the purchase, such as Expense claim, Single card purchase, Purchase order, or Invoice.
Expense category: This field provides the category to which the purchase belongs, helping with further classification.
Description: The description field contains additional information or notes related to the purchase.
Commitment ID: This is an internal reference field, and it can be ignored.
Payable ID: This is an internal reference field, and it can be ignored.