---
title: "Overview of accounting templates"
slug: "overview-of-accounting-templates"
description: "Understand Payhawk accounting export templates: map expense data to your ERP and customize template fields on the Payhawk spend management platform."
updated: 2026-10-26T12:34:13Z
published: 2026-10-26T12:34:13Z
canonical: "payhawk.com/overview-of-accounting-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://payhawk.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview of accounting templates

Payhawk uses its custom template builder to provide custom file exports for accounting and reporting purposes in Excel and CSV.

In Payhawk, you can:

- [Export expense and payment data](/help/overview-of-exporting-and-downloading-expenses-and-payments) for accounting purposes from the **Export** app.
- [Download expense and payment data](/help/overview-of-exporting-and-downloading-expenses-and-payments) for reporting purposes from **Spend**.

> [!TIP]
> When you use the manual file export functionality in Payhawk, you can also use default templates that cannot be customized.

## Available data for customization

The following table summarizes the elements of the custom file export template that can be customized.

For more information about how to define the specific information you need to include in the custom export file, see the [articles on available export fields and options settings](/help/export-fields).

| **Customizable template elements** | **Configuration options** |
| --- | --- |
| Sheets and files | - Joining multiple values in a single cell (concatenation). - Prefixes and suffixes - Trailing characters - Leading characters - Restricting text size to be less than a specified length (field trimming). - Defining file headers and footer rows. |
| Individual cells | - Functions - Conditional values - Splitting of values - Value aggregation - Date - Date format - Date delimiters - Amount - Decimal delimiter - Decimal places - Text literal for amount (debit credit) - Country format - ISO2 - ISO3 |
| Filters | - Date filters - Created date - Document date - Service period - Review date - Settlement datе - Currency filters - Balance per number of balances - Debit - Credit - Status filters - Draft - Reviewed - Archived - Approved - Unapproved - Pending - Payment status (Unpaid, Pending, or Settled) - Expense categorization filters - Teams - Custom fields - Category - Document type - Spend type filters - Card - Bank - Reimbursement - Mileage - Per Diem - Cash - Cash in advance |

## Useful resources

- [Managing accounting templates](/help/managing-the-accounting-templates)
- [Formatting the templates](/help/formatting-the-accounting-templates)
- [Configuring rows, columns, and cells for files and sheets](/help/configuring-rows-columns-and-cells-in-files-and-sheets)
- [List of available export fields](/help/overview-of-export-fields)