Overview

Follow these steps to export Expense Reports in QuoteToMe.


1. Navigate to the Expense Page

  •     On the left-hand sidebar, click the Expense icon (dollar icon).




2. Click "Export"

  • Click the orange EXPORT button in the top-right corner of the Expenses page.






3. Select Date Range

In the Export Expenses popup:

  • Choose a start and end date using the calendar.

  • This will filter the export to only include expenses within that receipt date range.



4. Confirm Export

  • Click the orange EXPORT button at the bottom-right of the dialog to generate the report.





Need help?

There are two ways to reach our Customer Support team: