Export the travel log
The Export menu, the content of the CSV file, the period exported and where the file lands on each platform.
The Export button of the travel log produces a file of your trips for the period displayed: one trip per line, with the contact, the description, the distance and the allowance amount. This is the document to hand to your accountant or to keep as supporting evidence.
What you will do
- Choose the period to export.
- Start the export from the Export menu.
- Find the file on your device.
Export
- First filter the period: This month, Previous month, This year, or a custom range via All dates. With All periods, the whole log is exported.
- Click Export at the top right.
- Choose Export CSV or Export PDF.
- On a computer, a dialog asks you where to save the file. Confirm.
- The message « Export CSV téléchargé. » (CSV export downloaded) confirms.
- The period filter narrows the page to this month, last month or this year.
- Click the export button at the top right.
- The menu offers two formats.
- Choose the CSV export.
- A message confirms the download.
In the current version of the app, only the CSV format is actually produced. If you choose Export PDF, the app downloads the CSV file and shows « L'API mobile ne fournit pas de PDF : l'export CSV a été téléchargé. » (the mobile API does not provide a PDF: the CSV export has been downloaded). The formatted PDF export (header, period, rate per km, total amount) remains available from the web version.
The search and contact filters do not apply to the export: only the period counts. The export is blocked when the travel log add-on is not active.
The file
The file is named cahier_route_YYYYMMDD_HHMMSS.csv, with the date and time of the export. It opens in Excel, Numbers or LibreOffice.
| Column | Content |
|---|---|
| Date | Date of the trip. |
| Customer | Customer name, if the trip is attached to a customer. |
| Supplier | Supplier name, where applicable. |
| Document | Number of the linked document, where applicable. |
| Description | Reason for the trip. |
| Note | Internal note. |
| Distance (km) | Kilometres of the trip. |
| Amount (€) | Distance x mileage rate. |
The last line, TOTAL, gives the cumulative distance and amount for the period.
Amounts are calculated with the mileage rate in force at the time of the export. If you change the rate during the year, export each period with the rate that applies to it.
Where the file is
| Platform | Location |
|---|---|
| macOS, Windows, Linux | A save dialog opens; you choose the folder. By default, the last folder used. |
| iOS, Android | The system file picker offers a location (Files on iOS, the file manager on Android). |
| Web browser | Direct download to the browser's downloads folder. |
If you cancel the dialog, no file is written and no message appears.
What to do with the file
- Send it to your accountant or your accounting firm through the messaging module, as an attachment to a conversation.
- Archive it with your documents for the financial year: it is the supporting evidence for your mileage allowances.
- For a quick check, compare the TOTAL line with the Estimated cost card for the same period.