This file describes the template you can use to customize the export format of your data. Export templates are based on Freemarker.
| Name | Description |
|---|---|
| accountEmail | The email address of the user who created the report |
| accountID | The account ID of the user who created the report |
| actionList | List of objects that correspond to the “Report History & Comments” on the website. Each object has an action for the type of the action, accountEmail for the account that performed the action, created for the date-time the action occurred, and a details object with additional information like message. |
| approved | The date the report was approved |
| approvers | Array that contains the list of all approvers of the report. Each is represented by an object containing an email, date, firstName, lastName, fullName, and employeeUserID and employeePayrollID if they are defined in the report’s policy. |
| created | The date the report was created |
| currency | The currency of the report, based on its policy |
| customField.Name_of_Report_Field | Formula to export report field “Name of Report Field”. All non-alphanumerical characters must be replaced with an underscore. |
| entryID | The latest Reimbursement ID of the report |
| isACHReimbursed | Boolean, true if the report has been reimbursed via ACH. Can be turned into a string by adding ?string. Example, isACHReimbursed?string("true", "false") |
| managerEmail | The email address of the last approver of the report |
| managerUserID | The ID of the last approver of the report |
| managerPayrollID | The payroll ID of the last approver of the report |
| manager.firstName | The first name of the last approver of the report, if defined |
| manager.lastName | The last name of the last approver of the report, if defined |
| manager.fullName | The full name (first and last) of the last approver of the report, if defined |
| policyName | The name of the policy the report is under |
| policyID | The ID of the policy the report is under |
| reimbursed | The date the report was reimbursed |
| reportID | The ID of the report |
| oldReportID | The ID of the report in base10 (legacy report ID format) |
| reportName | The name of the report |
| status | The current status of the report |
| submitted | The date the report was submitted |
| employeeCustomField1 | The custom field 1 of the user who submitted the report |
| employeeCustomField2 | The custom field 2 of the user who submitted the report |
| submitter.firstName | The first name of the submitter of the report, if defined |
| submitter.lastName | The last name of the submitter of the report, if defined |
| submitter.fullName | The full name (first and last) of the submitter of the report, if defined |
| total | The total amount of the report, in cents |
| transactionList | Array of objects representing the expenses of the report. See Expense Level below |
| Name | Description |
|---|---|
| amount | The original amount of the expense, in cents |
| attendees | Array of objects that represent the attendees attached to the expense. Each object has an displayName, email, and thumbnail |
| bank | The bank the expense was pulled from |
| billable | Boolean determining if the expense is billable. Can be turned into a string by adding ?string. Example, billable?string("true", "false") |
| category | The category of the expense |
| categoryGlCode | The GL code associated to the category of the expense |
| categoryPayrollCode | The payroll code associated to the category of the expense |
| comment | The comment of the expense |
| convertedAmount | The amount of the expense, converted in the currency of the report. Populated only if the original amount is in a different currency that the report. |
| created | The date of the expense |
| currency | The original currency of the expense |
| currencyConversionRate | The conversion rate between the original currency of the expense and that of the report |
| hasTax | Whether the expense has tax associated |
| inserted | The datetime when the transaction was created in Expensify |
| mcc | The MCC code associated to the category of the expense |
| merchant | The original merchant name of the expense |
| modifiedAmount | The amount of the expense, as updated by the user |
| modifiedCreated | The date of the expense, as modified by the user |
| modifiedMCC | The mcc of the expense, as modified by the user |
| modifiedMerchant | The merchant name, as modified by the user |
| ntagX | The tag at the X-th level. Only set when multi-tagging is enabled. Example: ntag1, ntag2, etc. |
| ntagXGlCode | The GL Code of the tag at the X-th level. Only set when multi-tagging is enabled |
| receiptFilename | The name of the receipt attached to the expense |
| receiptID | The unique ID of the receipt attached to the expense |
| receiptObject.smallThumbnail | |
| receiptObject.thumbnail | |
| receiptObject.transactionID | |
| receiptObject.type | |
| receiptObject.url | The URL to the receipt |
| reimbursable | Boolean determining if the expense is reimbursable. Can be turned into a string by adding ?string. Example, reimbursable?string("true", "false") |
| reportID | The ID of the report associated to the expense |
| tag | The tag of the expense. If multi-tagging is enabled on the policy, this will be the full tag, with each level separated by a colon |
| tagGlCode | The GL Code associated to the tag |
| taxAmount | The tax amount, set only if hasTax is true |
| modifiedTaxAmount | The tax amount, as updated by the user. Only set if hasTax is true |
| taxName | The name of the tax, set only if hasTax is true |
| taxRate | The tax rate of the expense, set only if hasTax is true |
| taxRateName | The name of the selected tax rate, set only if hasTax is true |
| taxCode | The code of the selected tax, set only if hasTax is true |
| transactionID | Unique ID of the expense |
| type | The type of the expense. One of expense, distance or time |
| units.count | Set only if type is distance or time |
| units.rate | Set only if type is distance or time |
| units.unit | Set only if type is distance or time |
request object| Name | Description |
|---|---|
| requesterEmail | Email address of the user who triggered the script |
To access the report data, loop over the reports array.
<#list reports as report>
<#-- Here, data at the report level is accessed using the "report" object -->
${report.reportName},<#t>
${report.reportID},<#t>
${report.accountEmail}<#lt>
</#list>
To access the expense level data, loop over the transactionList object, defined in each report
<#list reports as report>
<#-- Report level -->
<#list report.transactionList as expense>
${expense.merchant},<#t>
${expense.amount},<#t>
${expense.category}<#lt>
</#list>
</#list>
When an expense is imported from a credit card, the imported amount, merchant name and transaction date are respectively stored in amount, merchant and created. If the user modifies these afterwards, the updated values will be stored in modifiedAmount, modifiedMerchant and modifiedCreated. Also, if the expense is in a different currency, convertedAmount will be populated with the amount in the currency of the policy.
Here is how to get the data as it would appear on the website:
<#list reports as report>
<#list report.transactionList as expense>
<#if expense.modifiedMerchant?has_content>
<#assign merchant = expense.modifiedMerchant>
<#else>
<#assign merchant = expense.merchant>
</#if>
<#if expense.convertedAmount?has_content>
<#assign amount = expense.convertedAmount/100>
<#elseif expense.modifiedAmount?has_content>
<#assign amount = expense.modifiedAmount/100>
<#else>
<#assign amount = expense.amount/100>
</#if>
<#if expense.modifiedCreated?has_content>
<#assign created = expense.modifiedCreated>
<#else>
<#assign created = expense.created>
</#if>
${merchant},<#t>
${amount},<#t>
${created}<#lt>
</#list>
</#list>
When exporting a large amount of reports, it is good practice to wrap the header line of your template with a <#if addHeader == true>...</#if> statement. This allows Expensify to generate your export report in multiple separate chunks, thus increasing the speed of the process.
For instance, the following template:
Report ID, Report name
<#list reports as report>
${report.reportID},${report.reportName}<#lt>
</#list>
should be replaced with:
<#if addHeader == true>
Report ID, Report name<#lt>
</#if>
<#list reports as report>
${report.reportID},${report.reportName}<#lt>
</#list>