Spendesk offers various reporting functionalities to help you manage expenses, payments, and requests. Below is a guide to the common export tasks you may need to perform.

Download Filtered Payments

Use case: Download a user’s payments made using a physical card within a specified period.

Steps:

1. Option 1:

• Go to the Bookkeep > All Payments tab.
• Apply filters:

• Type = Physical Card
• Payer = [User Name]
• Apply the filters and validate.

2. Option 2:

• Go to Bookkeep > All Payables tab.
• Apply filters by Payment Status, Period, and then Download the payables.
• After exporting to Excel/Numbers, filter by Payer to isolate the specific user.

Note: We won’t use the 'Requests' tab in this case since we're looking for paid expenses only.

Download Filtered Payables

Use case: Download a recap of expense claims approved by approvers and/or finance teams but not yet paid, for a specific cost center (e.g., Marketing).

Steps:

1. Option 1:

• Go to Bookkeep > All Payables tab.
• Filter by Expense Claims and Payment Status = Approved, and then select the relevant Cost Center.

2. Option 2:

• Go to Requests > All Requests tab.
• Apply filters:

• Type = Expense Claims
• Status = Approved
• Cost Center = Marketing (or relevant cost center)
• Download the filtered list.

Download Requests

Use case: Download all requests with a Denied status.

Steps:

• Go to Requests > All Requests tab.
• Apply the filter: Status = Denied.
• Select the results and click Download.

Download Receipts for Paid Expense Claims

Use case: Download all receipts for paid expense claims within a specified period.

Steps:

• Go to Bookkeep > All Payments tab.
• Apply the filter:

• Period = [Start Date] to [End Date]
• Type = Expense Claim
• Select the results and click Download with Receipts.

Aktualisiert am: 30/04/2026