Docs · File formats

Expense Claim Review CSV format

Header names are matched automatically, in any order and any case. Extra columns are ignored.
ColumnRequiredAlso accepted asExample
EmployeeYesemployee, employee name, employee full name, full name, submitter, submitted byDana Whitfield
Employee IDemployee id, employee number, employee no, emp id, employee code, staff idE1001
Manager / approvermanager, manager name, approver, approver name, approved by, reports toPriya Shah
Report IDreport id, report number, report key, report name, report, expense reportER-3101
Expense IDexpense id, transaction id, entry id, line id, item id, entry keyTX-881201
Transaction dateYestransaction date, expense date, date, date of expense, purchase date, txn date2026-09-08
Merchantmerchant, merchant name, vendor, vendor name, payee, supplierMarriott Chicago Downtown
AmountYesamount, expense amount, total, total amount, claimed amount, amount claimed289.00
Category / expense typeexpense type, category, expense category, expense type name, parent expense type, spend categoryHotel
MCCmcc, merchant category code, mcc code7011
Payment typepayment type, payment method, paid by, funding source, payment, card typeCorporate Card
Reimbursablereimbursable, is reimbursable, reimbursable (y/n), out of pocketYes
Personalpersonal expense, personal, is personal, personal (y/n)No
Receipt IDreceipt id, receipt number, receipt no, receipt #, receipt ref, receipt referenceF-77812
Countrycountry, country code, expense country, location country, transaction country, merchant countryUS
Distancedistance, business distance, distance claimed, claimed distance, total distance, distance travelled120
Distance unitdistance unit, mileage unit, unit of measure, uom, unit, unitsmi
Route distanceroute distance, calculated distance, map distance, mapped distance, expected distance, system distance118
Round tripround trip, roundtrip, return trip, return journeyNo
Fromorigin, from, from location, start location, start address, startChicago office
Todestination, to, to location, end location, end address, endMilwaukee client site
Mileage ratemileage rate, rate per mile, rate per km, rate per kilometre, rate per kilometer, rate0.76
Nightsnights, number of nights, no of nights, room nights, hotel nights, nights stayed1
Attendeesattendees, number of attendees, no of attendees, attendee count, guests, headcount1