How do I backup my data from Zoho Expense?

You can backup your expenses and reports in CSV and XLS formats.

To backup your data:

  • Go to the respective module from where you wish to export your data (Expenses and Reports)
  • Click on the ‘Sort by’ button on the top right corner.
  • Select the Export option.
  • Choose the format in which you wish to export your data.
  • Now, click on the Export button to export your data.

Note: You can also export individual expense reports as PDF.