After an expense claim has been approved you can export the data to a third party.
For more information on export formats and setting a default, see Company settings XX.
Exporting claims
Go to Accounting > Export tab. XX
Click the checkboxes by one or more claims.
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Click Export. The total number and value of expenses will be displayed and you must choose:
Export format: For a full list, see Export formats below.
Date and reference number (if required)
When you click Export, you will be asked to click Update to flag the expenses as having been exported.
The claims will then be removed from the Claims tab and marked as complete. The export files will be saved to your download folder.
The export file includes VAT data for each claim. If you need to reconcile VAT, you can filter by VAT code in your accounting software after export.
Note: Within the Claims tab, you can also review a claim, add a VAT receipt, split rows, add a note, or attach a receipt to a claim before you export.
Export formats
The following export formats are currently available:
Access Financials
BACS
Bacs Standard 18
Cintra Payroll
Cintra Payroll Mileage
Exchequer
Iris Journal
Microsoft Dynamics 365 - Finance & Operations
Microsoft Dynamics 365 Business Central
Opera
Oxford Colleges
PDF Report
PDF Report v2
PSF Journals
QuickBooks Invoices
Sage 200 Invoices
Sage 200 Journals
Sage 50 Invoices
Sage 50 Journals
Sage 50 Receipts
Sage 50 Receipts v2
Sage Intacct Journals
SOS Legal
Standard Format
Sun Systems Journals (.csv)
Sun Systems Journals (.xml)
Xero Invoices