TriNet Expense supports the ability to export a .CSV file, enabling users / companies to import expense reports into third party applications like PeachTree, Sage or Microsoft Dynamics.
By default, users and companies can find the CSV batch export on the following pages:
- Report > View
- Report > Company (please note, Report > Company is only available for the Company Owner, Admin or Bookkeeper role)
From here, users can export 1-100 expense reports in two different format:
- CSV Summary
- CSV Detail
To export from these pages, just select the report(s) and the Export Report link shown below.
The CSV export can also be added from the expense report view by adding to your list of export options. This CSV format is different than the CSV format for batch export. Here is how you setup the CSV Export:
1. Go to Settings > Personal Settings > Reports
2. Choose the Setup link underneath CSV. The export will be added to you list of way you can submit expense reports.
Going forward, CSV will be an option in your drop-down box when you submit expenses.
The CSV Detail contains the following fields:
Employee ID
Employee First Name
Employee Last Name
Report Name
Report ID
Submit Date
Category
Expense Name (Merchant)
Description
Amount
Currency
Billable
Project
Client
Attendee
Tag
Taxable Amount
From (Mileage)
To (Mileage)
Notes
Expense Reimbursable (Yes / No)
Reimbursable Amount
Non-Reimbursable Amount
Department
The CSV Summary contains the following fields:
Employee ID
Employee First Name
Employee Last Name
Report Name
Report ID
Submit Date
Reimbursable Amount
Non-Reimbursable Amount
Currency
Department