Filters, export & archive

Filters, search, and export all respect the current view of the list.

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Find charges

Use the search bar for vendor or description. Sort any sortable column. Show or hide columns with the column picker. Pagination controls how many rows appear per page.

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Export

Click Export to download the filtered view.

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ClearSpend CSV

Default format — matches the table: vendor, amounts, dates, owner, reconcile status, and file links.

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Xero bank statement

Choose Xero — bank statement import for a CSV shaped for Xero (date, amount, payee, description, reference, currency). ClearSpend does not post to Xero — you import the file yourself. See Xero.

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Export with invoices (zip)

On the ClearSpend format, choose Export with invoices (zip) for the CSV plus linked invoice and receipt files. Not available for the Xero format.

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Archive and delete

Use Archived → Show archived in Filters to see archived charges. Archive is for charges you are done with but want to keep on record. Delete is when you want the row removed entirely.