From the Reimbursements page, admins and bookkeepers can use multiple filters to customize which reimbursements display on the page. These filters also apply to any exports you make from this page. This lesson shows you how to use filters and export data from the Reimbursements page in a web browser.

Open Reimbursements

In the Divvy Navigation Menu, click the Reimbursements link.

Open Reimbursements

View Column Settings

  1. To view column settings, click the Columns icon [1].

  2. To hide a column on the Reimbursements page, click the checkbox for the column [2]. Some columns are locked and cannot be hidden [3].

View Column Settings

Filter Reimbursements

You may only want to export a portion of your reimbursements within a specific timeframe, from a specific budget, or even a specific user. You can use filters to accomplish this.

  1. To filter the data displayed in the Reimbursements page, click the Add Filter link.

Add Filter

2. You can filter by purchased date [1], submitted date [2], amount [3], status [4], name [5], reimbursement type (mileage or merchant) [6], payment method [7], and budget [8].

3. To clear your filters, click the Clear Filters link [9].

4. To apply your filters, click the Done button [10].

View Filters

Export Reimbursements

  1. To export reimbursements, click the Export icon [1].

  2. To only export visible columns, click the Only export visible columns checkbox [2].

  3. Select the file type you want for your reimbursement export. You can export the data as a CSV file [3], OFX file [4], or QBO file [5].

  4. To bulk export all receipts, click the Export receipts option [6].

Note: If you have the Only export visible columns checkbox selected, any hidden columns will not export.

Export Options

5. To confirm you want to export your reimbursements, click the Export button. It may take several minutes for your export file to arrive.

Export Confirmation Message

6. You can view in-progress exports in the Export Viewer [1]. To cancel the export, click the Cancel link [2].

View Export in Progress

7. Successful exports display the Checkmark icon [1]. To download the file export, click the Download link [2].

8. Failed exports display the Warning icon [3]. To retry the export, click the Retry link [4].

View File

9. To view previous exports, click the Export icon [1] and select the View exports option [2].

View Exports

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.

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