The Accounting area lets you export claim records for processing in your finance system. Exported files include VAT data, making them suitable for reconciliation and VAT purposes.
To export claim records:
Select Accounting in the sidebar. The Claims tab appears.
Select the claim records you want to export.
Click Export in the side menu.
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In the Export pane, choose the Export Format you need.
Enter a Reference name to identify this export.
Click Export. The file downloads as a .zip archive and a confirmation message appears.
Note: When you update claim records, they move from the Claims tab to Archive and are marked as complete.