Exporting Project Expenses
You can export project expenses to a .CSV file and later import the file into a third-party software for reporting and analysis. All expense data and recurrence settings are included in the exported data. For a recurring expense, a separate row is added in the exported file for each occurrence of the expense.
To export expenses to a .CSV file:
Select a Financial Manager project.
Click the Expenses tab in the upper-right corner.
The project expenses are visualized by category and displayed in a table.
Click the Export to CSV button. This will export the expenses data to a .CSV file and will send the file to your computer.
Open the .CSV file. Exported files are titled as follows:
'Expenses for <project name>_<exported date>.csv'
For example, Expenses for Lunar Lab app_2022-07-19.csv
Scroll across the columns in the .CSV file. These include:
Column Name | Description |
Expense ID | The unique Expense ID given for each expense. |
Tempo Project | The name of the Tempo Project that this exported expense report is generated for. |
Tempo Project ID | The unique Tempo Project ID. |
Description | The description given for the expense. |
Category | The expense category. |
Currency | The currency code. |
Cost | The cost of the expense. |
Date | The occurrence date for the expense. |
Account Name | The Tempo Account Name associated with the expense. |
Account Key | The Account Key associated with the expense. |
Account Category | The category of the account defined for this expense. |
Account Category Type | The Account Category Type of this expense. This can be Billable, Capitalized (CAPEX), Operational (OPEX), or Internal. |
Account Status | The status of the associated account. This can be Open, Closed or Archived. |
Customer Name | The customer name associated with this expense. |
Customer Key | The unique customer key. |
Recurrence Type | The recurrence setting and type of recurrence. This can be Monthly or No Recurrence. |
Recurrence Count | The count of recurring months. This expense is set to recur this number of months. |
Recurrence End Date | The end date for the recurrence, if the end date is set. |
Recurrence Interval | If the Monthly Recurrence Type is configured, this represents the number of months between occurrences. For example, every 3 months. |
Recurrence Monthly By | This can be DAY_OF_MONTH or DAY_OF_WEEK if the Recurrence Type is set to Monthly, otherwise it is blank.
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