How do I export my company's expense history?

Administrators can generate a report that will export all the transactions made with a Dash card into a comma-separated value list (CSV) or Excel.

1. Login to app.getdash.io

2. Select "HISTORY" from the menu bar on the left-hand side.

3. Select "EXPORT TRANSACTION HISTORY"

4. Select what format you would like the report to download as.

 

Once the report is downloaded, you can sort by date, cardholder, card ending or merchant.

PRO TIP: You will also be able to see which cardholder has tagged their transaction with a category tag and description for what the purchase was for.

 

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