Export CSV

The CSV export provides a detailed overview of all costs from P.O.s, expenses, and invoices. In Excel, you can filter the data by department and supplier to monitor budgets, track spending, and quickly identify variances. This makes it ideal for reporting, whether you need data for P.O.s, invoices, or expenses.

Good to know

• The export feature lets you generate reports and transfer data to accounting software, showing current amounts, statuses, and details for P.O.s, invoices, and expenses/petty cash in a single export.
• You can also view all costs in one place by filtering by department in Excel.
• Additionally, you can assign a user role with export permissions, allowing team members in your organization to create exports and view the costs associated with their respective departments.

Create a CSV Export

1. Navigate to the Admin area and select the appropriate tab:

• Export → for P.O.s
• Export Expenses → for Expenses
• Export AP Automation → for Invoices

2. Enable “Export CSV2” by checking the box.
3. Click “REQUEST NOW”. This step is required for every export to ensure the most up-to-date data is included.
4. Refresh the page and verify that today’s date appears above the download button.
5. Click “DOWNLOAD”.

Open the CSV File in Excel

1. Open Excel and create a new workbook. Go to Data → Get Data → From Text (Legacy).

2. Select the downloaded CSV file and click “Import Data”.
3. Choose Delimited, make sure UTF-8 is selected as the file origin, and click “Next”.

4. Select Comma and Tab as delimiters, then click “Finish”.

(Check the preview to ensure the columns are displayed correctly.)

5. Click “Import” to load the data into Excel.

Filter Data by Department

1. Select the first row and enable Filters using the toolbar.

1. Open the filter of the column you want to use (e.g. “Department”), uncheck “Select All”, and choose the desired department.
2. Click “Apply Filter” to display the filtered results.

Any Questions?

Our support team is happy to help:

Email: support@digitalpurchaseorder.com

Phone: +1 888 376 7254

Or schedule a free demo – we look forward to hearing from you

Updated on: 21/01/2026