Export formats

CSV export is the stable cross-platform export format in Stareceipt.

Format	Status
CSV	Available
PDF / other packaged formats	Environment-dependent rollout

Running an export

Open the ledger you want to export.
Go to Analytics (web) or Reports (mobile) and click Export.
Choose CSV.
Set your filters (see below).
Start the export. The current client delivers the CSV when the export is ready.

Available filters

Filter	Options
Date range	Any preset or custom range
Ledger	Single ledger, or all ledgers in the organisation
Category	One, multiple, or all categories
Member	Entries submitted by a specific member, or everyone
Amount range	Minimum and/or maximum total amount

Exports use the filters selected for that export path.

CSV column reference

Each row in the exported CSV represents one receipt entry:

Column	Description
`id`	Internal receipt ID
`date`	Transaction date (ISO 8601: `YYYY-MM-DD`)
`merchant`	Merchant name as recognised or edited
`category`	Assigned category
`total`	Final charged amount
`tax`	Tax amount extracted from the receipt, if available
`currency`	Three-letter ISO code (e.g. `CAD`, `USD`)
`ledger`	Name of the ledger this entry belongs to
`submitted_by`	Email of the member who submitted the entry
`notes`	Any free-text notes attached to the entry
`image_url`	Signed URL to the original receipt image (expiry depends on deployment policy)

Date format

Dates are exported in ISO 8601 format (YYYY-MM-DD) to ensure compatibility with most spreadsheet applications. If your accounting software expects a different format (e.g. MM/DD/YYYY), use your spreadsheet's date formatting tools after import.

Currency handling

All amounts are exported in the currency recorded on the receipt. If you have a multi-currency ledger, amounts are not converted. Add a conversion column in your spreadsheet using the rate on the transaction date if a single-currency view is needed.

Importing CSV into common tools

Microsoft Excel

Open Excel and go to Data → Get External Data → From Text/CSV.
Select the exported file.
Ensure the delimiter is set to comma and the encoding is UTF-8.
Map columns as needed and finish the import wizard.

Google Sheets

Open Google Sheets and go to File → Import → Upload.
Select the CSV file.
Choose Comma as the separator and click Import.

Recurring export workflow

For recurring finance workflows, run exports at a fixed cadence (for example weekly or month-end close) using the same filter preset each time, then archive the generated files in your accounting workspace.

Receipt image access

The image_url column in the CSV can contain a signed link to the original receipt image. Link expiry is deployment-policy dependent. If you need long-term archival, download assets promptly during your compliance window.

Privacy note

Exported files are generated on-demand. Retention and temporary storage behavior can vary by deployment policy. Treat exported CSVs as sensitive documents — they contain transaction amounts and merchant details.