You can download a statement with records of all the Expend card transactions for your organisation. The statement is provided as a CSV file that can also be imported to your accounting platform.
Statements are available in the following formats. The files exported to Crunch, Xero and QuickBooks format follow these providers’ specifications, so you don't need to make changes before importing them into the individual platforms.
- Default A file that you can edit to meet your requirements
- Crunch Can be imported directly into Crunch Accounting for reconciliation
- Xero Can be imported directly into Xero for reconciliation
- QuickBooks Can be used to import transactions manually into QuickBooks (three-column format)
Exporting a statement
- Sign in to the Expend dashboard at app.expend.io.
- Under Reporting & Exports, click Exports, and go to Statement at the top.
- Select a From and To date*. All transactions between and including these dates will be exported. Leave the fields empty to include ALL transactions.
- In the Format field, select an appropriate format in the drop-down list.
- Click Download.
*In the date picker, you can select the day and month in the header to change the date without changing the year.
Transactions marked “Authorised” in the app aren't exported to the CSV file. Once “Authorised” has cleared from a transaction, it will be exported. Learn more…