How to Export Reimbursements?

What Is the Purpose of This Feature?

In the Reimbursement module, you can export the list of reimbursement requests as an Excel file at any time.

Steps to Follow:

• Go to the Reimbursement module and click on Export.

• On the right, you’ll see the Data to Export column. These are the data fields that will appear in your Excel file. You can either select all or choose only the ones you need. On the left, you’ll see the list of all reimbursement requests.

• To export the list, first select the requests you need from the list, then select the data to export. Finally, click on Export Excel (.xls). Your Excel file will be automatically downloaded and can be consulted at any time.

Notes:

• You can select all employees at once by clicking on the checkbox next to the Employee column. You can also select all data fields to export by clicking on the Select All button next to Data to Export.

• Use the search bar to filter the employee list by date, status, category, location, etc.