How to Export Data From Slash

Overview

Slash gives you several ways to export and download data for reporting, bookkeeping, reconciliation, audits, and internal review. The export options available to you depend on your role, the product you use, and the type of data you need.

This guide covers the main export areas in Slash: transactions, accounting data, bank documents, invoices, analytics, receipts, and related account information.

Before you begin

You may need Admin, Owner, or other role-based permissions to export certain data. If you do not see an export, download, or sync option, check with an admin on your Slash account.

• Admins and Owners can typically access broader account, transaction, statement, accounting, and team-level data.
• Team members may only see data related to their own cards, reimbursements, receipts, or assigned workflows.
• Accountants or bookkeepers may have access to accounting exports depending on their assigned role.

Exporting transaction data

Use transaction exports when you need a spreadsheet of account activity, card spend, deposits, withdrawals, transfers, fees, or other money movement.

To export transactions:

1. Open the Transactions page in your Slash dashboard.
2. Apply any filters you need, such as date range, account, card, transaction type, merchant, status, or category.
3. Select the export or download option.
4. Download the file and review it in your spreadsheet or reporting tool.

Tip: Set your filters before exporting so the file only includes the data you need. For example, you can export only a specific month, a specific cardholder’s activity, or transactions from one virtual account.

Exporting accounting data

If you use Slash Accounting, you can review and categorize transactions in Slash before syncing them to your connected accounting software. Slash supports accounting workflows for QuickBooks Online, Xero, Sage Intacct, and NetSuite.

Accounting exports and syncs are useful when you want your Slash transactions, accounts, vendors, customers, classes, departments, locations, projects, subsidiaries, or tracking categories to appear correctly in your accounting system.

To export or sync accounting data:

1. Open Accounting from the sidebar.
2. Review transactions in the In Review tab.
3. Assign the correct account, vendor, customer, class, department, location, project, subsidiary, or tracking category, depending on your accounting setup.
4. Move reviewed transactions to Ready to Sync.
5. Click Sync to your connected accounting software.
6. Confirm that the transactions move to the Synced tab.

If a sync fails, open the failed transaction to review the error details, fix the missing or invalid field, and retry the sync.

Downloading statements and bank documents

You can download bank documents and account information from Slash when you need official records for reconciliation, verification, audits, or internal reporting.

Depending on your account type and permissions, documents may include:

• Monthly account statements
• Account and routing details
• Deposit details
• Bank letters or other account verification documents

If you cannot find a specific document, confirm that you are viewing the correct entity and account, and that you have permission to access account documents.

Exporting invoice and payment data

If you use Slash Invoicing, you may need to export invoice and payment information for accounts receivable tracking, customer follow-up, or reconciliation.

Use invoice exports or invoice views to review:

• Invoice status
• Customer details
• Due dates
• Amounts paid or outstanding
• Payment method and payment timing

For a single invoice, you can also download or share the invoice document itself from the invoice details page.

Exporting analytics and spend reports

Slash analytics help you review spending patterns across cards, merchants, categories, time periods, and other dimensions. If export options are available in your analytics view, apply filters first so the exported data matches the report you are reviewing.

Analytics exports can be useful for:

• Monthly spend reviews
• Budget planning
• Merchant or category analysis
• Cardholder or team-level review

Downloading receipts and attachments

Receipts and attachments are stored with their related transactions when they are uploaded to Slash. Open the transaction details page to view or download available attachments.

If you need receipts for accounting or audit support, make sure they are attached before syncing transactions to your accounting software or before exporting transaction records for review.

Exporting data for multiple entities

If you manage multiple entities in Slash, make sure you are viewing the correct entity before exporting. Exports generally reflect the entity, account, page, and filters you are currently viewing.

For consolidated reporting, you may need to export data from each entity separately or use the multi-entity views available to your account.

Troubleshooting export issues

If you do not see the export or download option you expected, try the following:

• Check that you have the right permissions for the data you are trying to export.
• Confirm you are viewing the correct entity, account, or product area.
• Adjust your filters or date range.
• Refresh the page and try again.
• If you are exporting accounting data, confirm your accounting integration is connected and authorized.

Need more help?

If an export repeatedly fails, a downloaded file looks incomplete, or an expected export option is missing, you can contact Slash Support using the in-app chat in your dashboard.