Team member: How do I export expenses?

Updated 2 months ago by Jennifer B.

  1. Click Additional Living Expenses in the Tasks menu on your dashboard.
  2. Click Open actions menu [Open actions menu button] below your name at the top of your screen.
  3. Select Export Expenses.
  4. Select Expense Detail CSV or Expense Summary PDF.
Selecting Expense Detail CSV downloads the file to your computer. Selecting Expense Summary PDF adds the PDF to the ClaimXperience Files module.


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