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# How to Export Expenses

The **Expenses CSV Export** provides a detailed overview of your expense and Petty Cash data in DPO. The exported file can be opened in Excel, where you can filter and analyze the data by criteria such as **department** and **supplier**. This is useful for **reporting, cost analysis, and reviewing expenses across departments**.

###### Good to Know
* Export your **Expenses and Petty Cash data** into a single CSV file.
* Use Excel to filter and analyze the exported data, for example by **department or supplier**.
* A new export should be requested whenever you need the **latest available data**.
* You can assign a [user role with export permissions](https://help.digitalpurchaseorder.com/en/article/user-roles-in-dpo-18tuec6/), allowing selected users to create exports based on their access and permissions.

### Create an Expenses CSV Export

1. Go to **Settings → Export Expenses**.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_yfzue0.png =1055xauto)




2. Enable **“pettycash-export.csv”** by checking the box.
3. Click **“Create Export”**. 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”**.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_lezitk.png =912xauto)


###### Open the CSV File in Excel

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



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_1ve7dr0.png)

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”**.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_o1f0hf.png)
4. Select **Comma** and **Tab** as delimiters, then click **“Finish”**.
*(Check the preview to ensure the columns are displayed correctly.)*



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_1c21ho9.png)


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


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_1r2x0cq.png)

###### Filter Data by Department

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


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_1kjlhgk.png =972xauto)



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.



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/bildschirmfoto-2026-01-13-um-1_1o2fobn.png)



${color}[#0d5068](**Questions or need help?**)
*Our customer support is always available to help with any questions or setup assistance*

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**Email**: [support@digitalpurchaseorder.com](mailto:support@digitalpurchaseorder.com)
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