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Export options

Check out all the different ways to export your expense reports from WegoPro

Abhinav kumar singh avatar
Written by Abhinav kumar singh
Updated over a week ago

Export to CSV

Exporting as a CSV allows you to export your expense reports to your accounting system or to review and analyse your data further, outside of WegoPro. Follow these steps to export your reports to CSV.

  1. Click Sign in on the WegoPro homepage and select your company (You can directly sign in using your company's WegoPro URL as well).

  2. Switch to Expenses tab in the header.

  3. Select the report(s) you want to export, and you will see Export to option

  4. Click on Export to and select CSV from the dropdown menu.

  5. That's it - a CSV file will be downloaded automatically. ✨

Export to CSV for Xero

Exporting as a CSV for Xero allows you to export your expense reports to Xero Accounting Software compatible format. Follow these steps to export your reports to CSV for Xero.

  1. Click Sign in on the WegoPro homepage and select your company (You can directly sign in using your company's WegoPro URL as well).

  2. Switch to Expenses tab in the header.

  3. Select the report(s) you want to export, and you will see Export to option

  4. Click on Export to and select CSV for Xero from the dropdown menu.

  5. You can choose your preferred CSV template for Xero: Default, Group by report or Group by user.

  6. That's it - a CSV file will be downloaded automatically which you can then import into Xero by following their instructions here.

Note: We also have direct integration with Xero accounting software. If you're looking to integrate directly with Xero, you can refer to the Xero integration help article.

Download all receipts

If you're looking to download all the receipt images associated with a report, you can easily do that by following these steps.

  1. Sign in to your WegoPro account.

  2. Switch to Expenses tab in the header.

  3. Select the report, and click on the Export to option.

  4. Select Download all receipts from the dropdown menu.

  5. That's it – all your receipt images will be downloaded instantly. ✨

Export to PDF

If you want to export your entire expense report along with the supporting receipt images in a single PDF file, you can easily do that by following these steps.

  1. Sign in to your WegoPro account.

  2. Switch to Expenses tab in the header.

  3. Select the report, and click on the Export to option.

  4. Select PDF from the dropdown menu.

  5. That's it – your report PDF will be generated instantly. ✨

Custom CSV

If you need a custom CSV template for your data export, you can easily do that too! Just follow the steps listed here

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