This guide walks you through the process of exporting an expense report and filtering it to view only your Out-of-Pocket (OOP) expenses.
📍 Step-by-Step Instructions
1. Locate the Export Option
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Navigate to Activity > Expenses
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Use the drop-down menu to find and select the Export option.
2. Check the Date Range
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Make sure the date range in the upper left-hand corner reflects the correct period you wish to report on.
- Use the "Custom" option to select a exact date range as needed
3. Create a New Template
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When exporting, you can create a new template.
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Be sure to check the box labeled “Include out of pocket reimbursable expenses.”
- You can save this template for future use
4. Filter the Report
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Once you have your exported expense report:
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Open the report in Excel or your preferred spreadsheet tool.
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Locate the "Reimbursable" column.
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Apply a filter to show only entries where the value is TRUE.
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This will isolate all Out-of-Pocket (OOP) expenses for your review or submission.