The Export button on Finance → Expenses produces a file of the vessel's expenses for a chosen period. It is available to anyone who can view the expense list.
The Export Expenses modal asks for:
- Period — the presets This Month, Last Month, Year to Date, This Year, Last Year, All Time, or Custom Range. Choosing Custom Range reveals a Start Date and End Date, and the end date cannot fall before the start date.
- Accounts — All, or Specific Accounts with a picker where you choose at least one. This row only appears once the vessel has accounts.
- Format — PDF or XLSX.
- Include invoice files (zip) — when ticked, the export is delivered as a zip holding the PDF or XLSX report plus the invoice files attached to the exported expenses.
The action button changes to match: Export PDF, Export XLSX or Export Zip. The downloaded file is named after the start and end dates of the period it covers.
The filters you have set on the expense list itself do not carry into the export — the export is defined entirely by the choices in this modal. When a crew member exports expenses, any expenses marked Hide from crew are redacted from the exported report and zip archive.