As an admin, you are able to access the Manage Zone, from which you can see all of the timesheets and expense claims in the business. You also have the ability to edit anyone's items on their behalf, and you can download all of this information into csv format to use for further analysis or import into other systems.
This article contains:
- download a timesheets csv extract
- download an expense claim csv extract
- receipt images from expense claims
Download a timesheet csv extract
Navigate to the Manage Zone, and to the Timesheets tab.
Once there, open the filters and apply any filters you wish to streamline the data you'll get in the export. If you wish to get all timesheets for all time for the whole business, open the filters and without selecting anything, press Find Timesheets.
You'll then see an icon appear above the list of items returned by the filters. Press the To Csv icon to download the extract.
The timesheets export may include more line items than matching timesheets (from the filter summary above). This is because the filter hs returned to you all timesheets that meet your criteria, but these timesheet weeks may include time submitted against other jobs in the same period. The filters give you matching timesheets rather than matching timesheet items.
Download an expense claim csv extract
Navigate to the Manage Zone, and to the People Expenses tab.
Once there, open the filters and apply any filters you wish to streamline the data you'll get in the export. If you wish to get all expense claims for all time for the whole business, open the filters and without selecting anything, press Find Claims.
You'll then see an icon appear above the list of items returned by the filters. Press the Export icon to download the extract.
Receipt images from expense claims
To find out how to download your receipt images, read this article.
Didn't find what you need in this article? You can submit a support ticket or send an email to support@getmetis.com.