Choose the columns in an export

A layout is the set of columns an export writes. Every organization has two built-in layouts, which you can use but not change:

Simple

Receipt date, Merchant, Category, Total, Currency, Submitted by, Notes, Receipt link

Accountant / VAT

Reference, Receipt date, Merchant, Category, Subtotal, VAT, Total, Currency, Receipt number, Merchant tax ID, Paid by, Merchant legal name, Receipt link

Pick a layout under Columns in the Export menu. Your browser remembers the one you picked last. See Export to CSV or Excel.

1. Open SettingsExports, or choose Set up layouts in the Export menu.

2. Under Your layouts, press Add layout.

3. Give it a Name of up to 48 characters. It can’t share a name with a built-in layout or another of yours.

   Namee.g. For our accountant

4. Under Columns, tick the columns you want. A new layout starts with the Simple columns ticked; Select all and Clear help when you want most or few.

5. Press Add layout. It now shows in the Export menu for everyone who exports.

To change a layout, open the menu on its row and choose Edit. To delete it, choose Remove. Exports already downloaded keep their columns.

Columns always come out in the same order, whatever order you tick them in, so a file has the same shape every time. A column you chose is written even when it is blank for every receipt. The order is:

1. Reference
2. Receipt date
3. Receipt time
4. Merchant
5. Category
6. Subtotal
7. Discount
8. VAT
9. VAT rate
10. Tip
11. Total
12. Currency
13. Submitted by
14. Sender
15. Source
16. Integration
17. Created at
18. Notes
19. Document type
20. Receipt number
21. Merchant tax ID
22. Paid by
23. Card last 4
24. Status
25. Category UNSPSC
26. Location
27. Location address
28. Merchant legal name
29. Merchant address
30. Merchant phone
31. Merchant email
32. Merchant website
33. Country
34. Receipt link

Your custom fields come just before Receipt link, which is always last. Receipt link holds the web link printed in the receipt’s QR code, such as a tax authority’s invoice check page, when it has one.

• Each custom field can be a column of its own; tick it like any other. See Custom fields.
• When you remove a custom field, it leaves every layout that had it.