User Manual

116
Chapter 7 Exporting, Reporting & Printing
7
Exporting, Reporting & Printing
Exc el Wizard Step 3
13. Select a map type from the following:
Receipt columns
Expense Report Profile fields
Items in the Unmapped Columns list reflect the selected map type.
14. Map each column as needed by doing the following:
Select a column in the Unmapped Columns list
Click Map to move that column to the Mapped Columns list
Select the appropriate column from the Excel Column dropdown list
Click Update
TIPS: To remove a column from the Mapped Column list, select it and then click Remove. To
edit a mapped column, select it and the click Edit.
The Amount and Category fields MUST be mapped.
The Amount (by category) fields allow for cross mapping by category. For example,
you can map the total amount for all receipts that are tagged asairline.”
15. When you have finished mapping columns, click View Summary of All Mappings to
review.
16. Click Save.