CSV Expense Report exports to display Category Code + Name
Currently, once an Expense Report is exported as a CSV file, only the Category's Name is visible regardless of the Category Display Settings. It would be great if the Code could be displayed too.
Hi everyone,
Thanks for your feedback!
You can now adjust how categories are displayed both in-app and in exports via Business settings → Automation → Categorisation. Once both the code and the name are displayed, make sure you’re using 'Receipts' in the detail level when exporting the expense claims. See the attached screenshot for reference.
We’ve also added custom CSV export settings under Business settings → Exports → CSV Export, where you can select which columns should be included in your exports.
All the best,
The Dext Product Team