We have a variety of simple exports like

 

Download as Excel/CSV Report

  • Log into your account and view your Receipts. 
  • To create a report containing only select receipts, simply select the checkboxes next to the receipts you want to export.  To select everything on the page, simply select the checkbox to the top left.
  • Click the "hamburger" menu that appears to the right and select "download as..." then "CSV"
  • Enter the email address(es) you would like it sent to, click on "+" then press "Send"




Download a PDF image or PDF Report


There are two options for exporting Receipts to PDF


Email an Expense Table of Receipts

  • Log into your account and view your Receipts. 
  • To create a report containing only select receipts, simply select the checkboxes next to the receipts you want to export.  To select everything on the page, simply select the checkbox to the top left.
  • Click the "hamburger" menu that appears to the right and select "download as..." then "PDF"
  • Enter the email address(es) you would like it sent to, click on "+" then press "Send"




Exporting a Single Receipt as a PDF

  • Log into your Squirrel Street account and view your receipts
  • Click on the receipt that you wish to export.
  • From the viewer drop down that appears, click on the "hamburger" menu button, which will give another dropdown.  Click on "Download document".

 


Dropbox