Extend allows you to download your virtual card transactions in CSV format. This way, you can easily import the CSV file into your accounting or expense software of choice.
Note: While Extend lets you view your transactions on web and mobile, the CSV export is only available on web.
To download your transactions:
- Navigate to the “Transactions” section.
- You will see a list of all transactions from cards associated with your account. If you want to see your own transactions only, you can click on the “Your Transactions” tab.
- Apply any filters you want.
In the top right corner of the transactions list, click “Download Options” and select “CSV”.
Note: Any filters you have currently placed on your transactions list will be applied to the downloaded file.
- If you wish to download all attachments, check the “Include attachments…” box.
Your files (CSV, plus attachments if selected) will appear in your Downloads folder.
Note: If you are having trouble downloading these files, pop-up blockers may be the issue. Allow pop-ups and try again.
If your finance team needs access to download transactions, you can assign them a Bookkeeper role.
For guidance on performing reconciliation, please head over to How Can I Perform Reconciliation?