Concur Invoice Professional Edition Administration Help

Perform a Bulk Export

You can perform bulk exports of budget data in Budget Items.

To perform a bulk export.

  1. In the Budget Items tab, click the More menu and select Bulk Exports. The Bulk Exports window appears.

  2. Fill in the information in the Bulk Export window by using the table below.

    Field/List

    Description/Action

    Data Type

    • Budget Configurations: All the budget item data visible on the Budget Items page similar to when the you click Send to Excel.
    • Budget Balances: The equivalent of what is available in the tile view of the Budget Dashboard. You can export all budgets for a given year with their balances from the Bulk Export window.
    • Budget Adjustments: The equivalent of what is available when you export budget adjustment by clicking More > Adjustments Import and Export in Budget Items.
    • Spend Items (Across Budgets): Spend items across all budgets will be exported when you select this option.

    Fiscal Year

    Select the fiscal year of the budgets you want to export.

    Budget Category

    Select all budget categories or a specific budget category.

    File Type

    Select the file type for the export.

    Notification Preference

    Select (enable) the Send an email once the export is ready to download option if you want to receive information about when the export is ready to download.

  3. Click Create Export.