Exporting expenses, transactions & invoices
Transfer processed expenses, transactions and invoices to a third-party system.
Export reviewed expenses, trips, transactions, and invoicesAfter review, reviewed expenses, transactions, and invoices are moved to the Finance > Export tab and have the status "ready for export".
How can I export reviewed spend?After the Finance review, you need to export spend to start the reimbursement or payment process.
View the export logAfter exporting your spend, you can find it recorded in the Finance Export log tab.
Cancel an export job or mark it as exportedIf your export job is still spinning after some time, you can mark it as exported if the expenses have been booked or cancel the job.
Revert an expense exportIf there are issues while exporting expenses, as a Finance user, you can revert an expense back to its previous state.
Revert a single invoiceAs a Finance user, you can revert incorrectly exported invoices back to the Ready to export status.