How to publish, download or share an Expense Report

Expense Reports can be published to an integrated accounting software, downloaded in CSV and PDF formats or automatically sent via email.

After completing an Expense Report on Receipt Bank, you can process it onwards in a number of different ways:

1. Publishing to an integrated software
2. Downloading as a PDF or CSV
3. Sharing via email

Publishing to an integrated software

When the Expense Report is complete, and each transaction in the report has been assigned a nominal code, you can publish the report by pressing the green 'publish' button.

This will be published to general ledger as a purchase invoice (as if the employee was billing the company for their expenses). Each entry within the report will be listed as a separate line item.

Downloading as a PDF or CSV

When the Expense Report is complete, click in to view the report details, and then click 'Download' and 'Export to CSV' or 'Export to PDF'. This will create an itemised report.

Sharing via Email

You can share an Expense Report via email at any time. This will send a CSV and PDF of the report to an email address that you specify. Links in these emails will expire after 30 days.

Click 'Download' and 'Send via email'. Complete each of the required details and press 'Send'.

The recipient will receive this email: