How can I export my expense data? (CSV and PDF)

You can easily export your Reimbursable Expenses and Transactions data from Abacus with our CSV and PDF export options. Admins can export information about company-wide expenses, managers can export information about their own expenses and the expenses of individuals they manage, and members can export information about their own expenses. 

• You can export information about corporate card transactions for connected corporate cards in Abacus on the Transactions page.  
• You can export information about out-of-pocket expenses that have been submitted for reimbursement in Abacus on the Reimbursable Expenses page.  

You can also create a custom export template if you'd like to customize which columns are included in your CSV exports.

Please Note: If you need to export expense data for your accounting platform, the quickest way to do that is to go to Bank Transfer History under your  Company Settings. There, you can click Export to download export the expense data tied to specific outgoing Bank Transfers. It's a one-click approach to getting the relevant expenses you need to book to bank transfers in your platform.

Export Transaction Data

To export data about transactions from the corporate card programs connected to your Abacus account, click Transactions on your Personal, Manager, or Admin sidebar.

By default, you will be brought to a list of all of your Needs Review transactions, but you can click the circles above the list of transactions to view transactions that meet these criteria:

• Needs Review: Corporate card transactions that are awaiting your review and approval
• Pending Other's Review: Corporate card transactions that are awaiting review and approval from other Abacus users
• Pending Submission: Corporate card transactions that have not yet been submitted for approval in Abacus by the card holder
• Completed: Corporate card transactions that have been submitted for approval and approved

You can use the filters at the top of the page to focus in on a specific subset of corporate card transactions. You can also use saved filters to save your filter criteria if there are one or more exports that you need to run frequently on the Transactions page.

To export all transactions that meet your filter criteria:

1. Click Export. 

2. By default, the export will include transactions in the section that you were in on the Transactions page when you clicked Export and any filters you had applied. Click the circles to select and deselect which sections of transactions you would like to include in your export.

3. If you have any custom export templates configured, you will see the option to select any of your custom export templates or to choose the Default CSV export option. If you don't have any custom export templates configured, the Default CSV export option will be applied automatically.

4. Choose the format you would like to export in. 

• CSV, Pipe Delimited, and Semi-Colon Delimited exports contain raw expense data (User, Merchant, Amount, Date Submitted, Date Transacted, Approval Status, etc). For a standard comma separated format, leave the default of CSV. Otherwise, select the delimiter that meets your needs.

• The PDF Export contains a coversheet of the expense data along with an appendix with all of the associated receipt images. 

5. Click Export.

You will receive an email when the export is complete.

If you don't want to export all transactions that meet your filter criteria, you can also check the boxes next to the expenses that you would like to export and click Export.

Please Note: Transactions under Pending Submission will not include any custom Team or Expense Fields  that have been applied in exports. 

Export Reimbursable Expense Data

To export data about out-of-pocket expenses that have been submitted for reimbursement in Abacus, click Reimbursable Expenses on your Personal, Manager, or Admin sidebar.

By default, you will be brought to a list of all of your Needs Review reimbursable expenses, but you can click the circles above the list of expenses to view expenses that meet these criteria:

• Needs Review: Reimbursable expenses that are awaiting your review and approval
• Pending Other's Review: Reimbursable expenses that are awaiting review and approval from other Abacus users
• Completed: Reimbursable expenses that have been submitted for approval and approved

You can use the filters at the top of the page to focus in on a specific subset of reimbursable expenses. You can also use saved filters to save your filter criteria if there are one or more exports that you need to run frequently on the Reimbursable Expenses page.

To export all expenses that meet your filter criteria:

1. Click Export. 

2. By default, the export will include expenses in the section that you were in on the Reimbursable Expenses page when you clicked Export and any filters you had applied. Click the circles to select and deselect which sections of expenses you would like to include in your export.

3. If you have any custom export templates configured, you will see the option to select any of your custom export templates or to choose the Default CSV export option. If you don't have any custom export templates configured, the Default CSV export option will be applied automatically.

4. Choose the format you would like to export in. 

• CSV, Pipe Delimited, and Semi-Colon Delimited exports contain raw expense data (User, Merchant, Amount, Date Submitted, Date Transacted, Approval Status, etc). For a standard comma separated format, leave the default of CSV. Otherwise, select the delimiter that meets your needs.

• The PDF Export contains a coversheet of the expense data along with an appendix with all of the associated receipt images. 

5. Click Export.

You will receive an email when the export is complete.

If you don't want to export all expenses that meet your filter criteria, you can also check the boxes next to the expenses that you would like to export and click Export.