Using reports, those who work with SIE or CSV downloads can easily keep track of their expenses—both those that have already been exported and those waiting to be exported.
A report is a collection of expenses and can be exported in several formats: SIE, CSV, Excel, or ZIP. Each report can have one of two statuses: draft or exported.
A report with draft status is open for new expenses. Please note that you can only have one draft report at a time. When you download the report, it is automatically marked as exported, but you can also manually change the status to exported without downloading it.
An exported report can no longer accept new expenses, but you can at any time:
Download the report again
Change the status back to draft
An expense can only belong to one report. When an expense is added to a report, it receives the status Exported to indicate that it has already been included.
To add expenses to a report:
Go to "Accounting & Export" and select "Ready for Export"
Select the expenses you want to include in the report
The expenses will automatically be added to the existing draft report, or a new report will be created if no draft report exists
For those who have already exported transactions previously
With the reports feature, you can now also retroactively mark previously downloaded expenses (via CSV/SIE files) as exported.
The expenses do not need to be exported again—it is enough to mark the report as exported.
Unable to download an SIE/CSV file?
Make sure that all accounting settings are completed. If the settings are incomplete, the file download will fail.