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How to export transactions into a CSV file

  • Updated

Export your transactions as a CSV to import into accounting software or build custom reports, as part of Weel's Reports and Exports overview.

Steps

  1. Open the Transactions page.
  2. Apply any filters you want reflected in the export, such as a date range, budget, category, employee, or card.
    • Filtering determines exactly what's included. Clear your filters first if you want everything included.
  3. Click Export to open the export panel. This shows how many cleared transactions are currently in scope.
    • Pending transactions aren't included, because they can still change during the 3-5 days it typically takes them to clear.
  4. Tick the Export CSV checkbox.
    • You can also tick Export PDF and Export Tax Invoices in the same panel. Each ticked option generates as a separate file from the same request.
  5. Click Export again inside the panel to start generating the file.
    • This runs as a background job, with a loading spinner and a Cancel Export option while it processes.
  6. Once it's ready, click Download Export to save the file(s) to your device.

What happens next

Your CSV includes transaction-level detail: Weel's transaction ID, authorisation and cleared dates, merchant name and attendees, budget information, currency and amounts (in AUD and the original foreign currency where relevant), tax rate, expense status, transaction status, transaction type, description, any custom fields you've set up, and an Invoice Number column.

  • The Transaction ID column is always Weel's internal transaction ID, not the bill's own reference number.
  • The Invoice Number column is separate from Transaction ID. For an Accounts Payable bill payment, it's the invoice or reference number entered on that bill; for every other transaction type (card transactions, reimbursements, transfers), it's blank.
  • The CSV shows who approved an Accounts Payable invoice, if it went through Weel's approval workflow. The Approver, Approval - Date, and Approval - Decision columns cover bill approvals the same way they cover card transaction approvals. It doesn't show who originally submitted or created the bill; the Team Member column for a bill row is whoever carried out the payment step, not the submitter.

If you need a simpler, bank-statement-style document instead, for example for an auditor, use the PDF export. It covers date, merchant, debit/credit, and running balance, but not tax rate, custom fields, descriptions, or the level of detail the CSV gives you.

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