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Export expense reports

  • Updated

Expense data can be exported outside of Navisteps to your accounting system or further data analysis. Our pre-defined export options include:

  • Default CSV
  • Xero compatible CSV
  • Download all receipts

Tips
Feel free to contact us if you have any special requirements for your export format

Export to CSV

Expense data from Navisteps can be exported for use outside of Navisteps. Follow these steps to export your expense data to a CSV.

  1. Sign in to your Navisteps account
  2. Go to Reports -> All Reports
  3. Select the reports(s) to be exported by checking the box to the left of the report's name(s), and you will see the Export option at the bottom of the screen
  4. Click Export at the bottom of the screen and select Export as CSV from the dropdown menu
  5. Select Default CSV as your preferred CSV template and click on Export to finish

Export to Xero compatible CSV

Expense data from Navisteps can be exported directly into your Xero account with the simple upload of a CSV file. Follow these steps to export your expense data to a CSV for Xero.

  1. Sign in to your Navisteps account
  2. Go to Reports -> All Reports
  3. Select the reports(s) to be exported by checking the box to the left of the report's name(s), and you will see the Export option at the bottom of the screen
  4. Click Export at the bottom of the screen and select Export as CSV from the dropdown menu
  5. Select Xero compatible CSV as your preferred CSV template and click on Export to finish
  6. Once your Xero compatible CSV is downloaded automatically, go to your Xero account to import the bill by following their instructions here.

Note
The Xero compatible CSV contains both reimbursable and non-reimbursable expenses.
Reimbursable expenses are grouped by expense reports so a bill will be created per supplier per report in Xero.
Non-reimbursable expenses are not grouped in Xero.

Make sure you have set up your expense category codes to match your Xero accounting codes to sync seamlessly.

Download all receipts

  1. Sign in to your Navisteps account
  2. Go to Reports -> All Reports
  3. Select the reports(s) to be exported by checking the box to the left of the report's name(s), and you will see the Export option at the bottom of the screen
  4. Click Export at the bottom of the screen and select Download all receipts from the dropdown menu to finish

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