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[No QA] Docs updates for E/A#98849 document bulk Download receipts in Search #98890

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RachCHopkins merged 2 commits into from
Aug 28, 2026
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[No QA] Docs updates for E/A#98849 document bulk Download receipts in Search #98890

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15791c1
Docs: document bulk Download receipts in Search for reports and expenses
MelvinBot Aug 18, 2026
d13e39b
Update How-to-Export-Expenses.md
stephanieelliott Aug 27, 2026
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28 changes: 25 additions & 3 deletions docs/articles/new-expensify/reports-and-expenses/How-to-Export-Expenses.md
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---
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
Expand Down Expand Up @@ -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.
Expand All @@ -49,6 +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.
Expand All @@ -69,6 +83,14 @@ 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?
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RachCHopkins marked this conversation as resolved.

**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:
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18 changes: 15 additions & 3 deletions docs/articles/new-expensify/reports-and-expenses/How-to-Export-Reports.md
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---
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
Expand Down Expand Up @@ -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
Expand All @@ -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?

Expand Down
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