Our integration feature is only available for customers who are signed-up to our Business or Enterprise services. Please contact your Account Manager if you would like further information about changing your service to include the direct integration feature.
1. When you are ready to post approved expenses, navigate to the Approved section within the Finance area and click in the relevant section for the type of expenses you wish to post to your accountancy package.
2. Select the expenses for posting by selecting them individually or by ticking the Select All check box. You can use the Filter option to find the required expenses.
3. Click the Export dropdown button and choose either Export All or Export Selected.
4. Select the accountancy package you wish to post the expenses to.
Important information
If you have any billable expenses, you will 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, please check the billable section and complete manually.
5. Click the Export History shortcut link found in the pop-up window to view the status and progress of the posting.
6. Click the Refresh option to get the most up-to-date posting status.
Please Note: The Transaction Reference is the reference shown in your accountancy package. For example, if posting as a purchase invoice, this will be the invoice reference. If posting as a bank payment, this will be the payment reference.
7. Once Complete is shown, all expenses have been successfully posted to the selected accountancy package.
Failed expense postings
Any expense which Failed to post to your accountancy package will need to be investigated and retried.
1. To see the reason for the failed expense postings, click on the posting and then 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 accountancy 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 > Export History > Postings tab.
4. Click on the failed expense to display the information and click on 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.
Please Note: The failed status lines will remain displayed in the Postings area.
