The Integration feature is only available for ExpenseIn customers with a Business or Enterprise subscription. Please contact our Account Management team if you'd like to discuss the direct integration feature or upgrade your account accountmanagement@expensein.com.
Before you can post expenses to your accounting package, you first need to set up the connection in the Integrations section of the Admin area. See our integration collection for more information on setting up your accounting package connection.
How to post approved expenses
1. Go to the Finance area.
2. In the Approved section, click the relevant subheading for the type of expenses you wish to post to your accounting package.
3. Select the expenses for posting by selecting them individually or by ticking the Select All checkbox. You can use the Filter option to find the required expenses.
4. Click Export, then select either Export All or Export Selected.
5. Select the accounting package you wish to post the expenses to.
Note: Only accounting packages connected in your Integrations section in the Admin area will display for selection.
Important information:
If you have any billable expenses, you'll need to mark them as billed separately before posting from the Reconcilable or Reimbursable Approved sections.
All expenses will be moved to the Completed section in the Finance area once the posting has been started. If any expenses are not moved, check the billable section and complete manually.
6. Click the Posting History link in the pop-up window to view the status and progress of the posting.
7. Click the Refresh button to get the most up-to-date posting status.
Note: The Transaction Reference is the reference shown in your accounting package. Where this reference displays will depend on the accounting package and the posting type of the transaction.
8. Once Complete is shown against the posting, all expenses have been successfully posted to the selected accounting package.
Failed expense postings
Any expense which Failed to post to your accounting package will need to be investigated and retried.
1. To see the reason for the failed expense postings, click on the posting and then click on the expense(s) marked as 'Failed'.
2. Often the reason for a failed expense posting is due to missing information. Investigate which information is missing from either ExpenseIn or your accounting package; or see our FAQs for other reasons your posting may have failed.
3. Once the missing information has been updated, or the failed posting message has been addressed, return to Finance > Imports and Exports > Posting History.
4. Click on the failed expense to display the information and click the Retry Failed Records button.
5. A new Complete line will be added and displayed for the successful posting if the issue has been correctly addressed.
Note: The failed status lines will remain displayed in the Postings area.
