With the help of reports, users who download in SIE or CSV format 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 multiple 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. It’s important to 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 exist in one report, and once an expense has been added to a report, it receives the status Exported to indicate that it has already been included in a report.
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 previously exported transactions
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's sufficient to mark the report as "Exported."