Data Archive is a monthly service that delivers a .zip file of all processed expense reports for the past month. The approval code is used as a directory to identify each expense report. Each directory contains all of the receipt images for a specific expense report, as well as an HTM file that contains expense data, approval data, notes, and inquiries.
The Data Archive files are available for download on the first of every month, after a one month waiting period. For example, expense reports processed April 1 - 31, will be available through Data Archive on June 1.
To open the Data Archive page, select Configuration, and then select Data Archives.
Step 1: Select Download next to the date range you would like to open.
Administrators will also receive an email notification containing a link to the Data Archive file.
Step 2: You will receive a prompt on your screen to open the .zip file.
Step 3: The .zip file will open locally on your desktop. Each expense report will be labeled by a unique approval code. Click the Approval Code to view the expense report and receipt files.
Step 4: Each expense report file folder will contain all receipt images attached to that expense report in the original file format the receipt was added in. The expense report will also be available as an HTM document.
The .zip file and all files it contains can be saved locally as needed.