Overview

Need detailed reporting of all your project expenses?

Follow these steps to export Expense Reports in QuoteToMe.


Exporting Expense Reports


1. Navigate to the Expense Page

  •     On the left-hand sidebar, click the Expense icon (dollar icon).


2. Click "Export"

  • Click the orange EXPORT button in the top-right corner of the Expenses page.



3. Select Date Range

In the Export Expenses popup:

  • Choose a start and end date using the calendar.

  • This will filter the export to only include expenses within that receipt date range.



4. Confirm Export

  • Click the orange EXPORT button at the bottom-right of the dialog to generate the report.



Notes:

  • Please only request the report once. It will take some time for the data to compile and multiple requests will only slow it down & create duplicates.
  • The report will generate and send to your email when complete.

Need help?

Reach out to our Customer Support team: