From 15791c1950c7d85439ca260b84b8a62f55f8eb5e Mon Sep 17 00:00:00 2001 From: "truph01 (via MelvinBot)" Date: Tue, 18 Aug 2026 15:09:01 +0000 Subject: [PATCH 1/2] Docs: document bulk Download receipts in Search for reports and expenses Co-authored-by: truph01 --- .../How-to-Export-Expenses.md | 26 ++++++++++++++++--- .../How-to-Export-Reports.md | 18 ++++++++++--- 2 files changed, 38 insertions(+), 6 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md index 59d28cf6bef1..699e29e2fa5d 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md @@ -1,8 +1,8 @@ --- title: How to Export Expenses -description: Learn how to export expenses from the Expenses page to CSV using default or custom export templates in New Expensify. -keywords: [New Expensify, export expenses, CSV export, download expenses, expense export template, bulk export expenses, expense data] -internalScope: Audience is all members. Covers exporting expenses from the Expenses page to CSV using export templates, both individually and in bulk. Does not cover exporting reports to CSV or PDF (see Export-Reports.md), exporting to an accounting integration, or company card reconciliation. +description: Learn how to export expenses from the Expenses page to CSV using default or custom export templates, and how to download their receipts, in New Expensify. +keywords: [New Expensify, export expenses, CSV export, download expenses, download receipts, expense receipts, receipt zip, expense export template, bulk export expenses, expense data] +internalScope: Audience is all members. Covers exporting expenses from the Expenses page to CSV using export templates (both individually and in bulk) and downloading the receipts on selected expenses. Does not cover exporting reports to CSV or PDF (see Export-Reports.md), exporting to an accounting integration, or company card reconciliation. --- # How to export expenses @@ -34,6 +34,18 @@ You'll receive the exported CSV file in a message from Concierge. You'll receive the exported CSV file in a message from Concierge. +## How to download the receipts on selected expenses + +You can download the receipts attached to your selected expenses in a single ZIP file. + +1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend** > **Expenses**. +2. Select the checkbox next to each expense whose receipt you want to download, or use the top checkbox to select all. +3. Select **Selected** at the top. +4. Select **Download receipts**. +5. Wait for the files to finish preparing. The zip file downloads automatically when it's ready. If it doesn't, select **Download file** to save it to your device. + +**Note:** **Download receipts** only appears when at least one selected expense has a receipt. Deleted expenses are not included in the download. + ## How to export the columns currently displayed using Export current view Use **Export current view** to download a CSV that matches the columns currently shown on the **Expenses** page, instead of a fixed export template. @@ -69,6 +81,14 @@ Yes. Select **Export current view** to download a CSV that matches the columns c If all selected expenses are deleted, only the **Basic export** template is available. Other export templates require a report, and deleted expenses are not associated with any report. +## Why don't I see Download receipts for my selected expenses? + +**Download receipts** only appears when at least one selected expense has a receipt attached. If none of the selected expenses have receipts, the option is hidden. + +## Are deleted expenses included when I download receipts? + +No. Deleted expenses are excluded from the download, even if they had a receipt. Only the receipts on your live selected expenses are included in the zip file. + ## The data looks wrong in Excel. How can I fix it? Long IDs may appear in scientific notation. To fix this: diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md index 334e404ef2b6..e9070b6ffdbb 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md @@ -1,8 +1,8 @@ --- title: How to Export Reports description: Learn how to export reports to CSV, download them as PDFs, or download their receipts. -keywords: [New Expensify, export reports, CSV export, PDF download, download report, download receipts, report receipts, receipt zip, report export template, bulk export reports, bulk PDF download, report data] -internalScope: Audience is all members. Covers exporting reports to CSV using export templates (individually and in bulk), downloading reports as PDF (individually and in bulk), and downloading the receipts on a report. Does not cover exporting individual expenses from the Expenses page (see Export-Expenses.md), exporting to an accounting integration, or company card reconciliation. +keywords: [New Expensify, export reports, CSV export, PDF download, download report, download receipts, download receipts for multiple reports, report receipts, receipt zip, report export template, bulk export reports, bulk PDF download, report data] +internalScope: Audience is all members. Covers exporting reports to CSV using export templates (individually and in bulk), downloading reports as PDF (individually and in bulk), and downloading the receipts on a report (individually and in bulk). Does not cover exporting individual expenses from the Expenses page (see Export-Expenses.md), exporting to an accounting integration, or company card reconciliation. --- # How to export reports @@ -92,6 +92,18 @@ You can download every receipt attached to a report in a single ZIP file. **Note:** **Download receipts** only appears when at least one expense on the report has a receipt. +## How to download the receipts on multiple reports + +You can download the receipts on several reports at once in a single ZIP file. + +1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend > Reports**. +2. Select the checkbox next to each report whose receipts you want to download, or use the top checkbox to select all. +3. Select **Selected** at the top. +4. Select **Download receipts**. +5. Wait for the files to finish preparing. The zip file downloads automatically when it's ready. If it doesn't, select **Download file** to save it to your device. + +**Note:** **Download receipts** only appears when at least one selected report has an expense with a receipt. + --- # FAQ @@ -106,7 +118,7 @@ When you download multiple reports as PDFs, a message tells you how many of the ## Why don't I see Download receipts on a report? -**Download receipts** only appears in the **More** menu when at least one expense on the report has a receipt attached. If none of the expenses have receipts, the option is hidden. +**Download receipts** only appears when at least one expense has a receipt attached. In a single report's **More** menu, it appears when that report has an expense with a receipt. When you select multiple reports and open **Selected**, it appears only if at least one selected report has an expense with a receipt. If none of the expenses have receipts, the option is hidden. ## What happens if some receipts fail to download? From d13e39b078a9105eea21b8e5af4d69341e9f9e78 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 26 Aug 2026 19:44:03 -1000 Subject: [PATCH 2/2] Update How-to-Export-Expenses.md --- .../reports-and-expenses/How-to-Export-Expenses.md | 2 ++ 1 file changed, 2 insertions(+) diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md index 699e29e2fa5d..755467113f90 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md @@ -61,6 +61,8 @@ The CSV includes one row per expense using the same columns displayed on the pag --- +# FAQ + ## What export templates can I choose from? Expensify offers pre-built export templates, or you can build your own custom export template.