The Invoices Export History section within the Invoicing Finance area enables you to keep track of all of your invoices exports.
Note: You can download and access any previous invoices exports from this area. Your data is retained on ExpenseIn for seven years, in line with HMRC compliance.
To view your invoices export history, complete the following steps:
1. Go to Finance > Export History (under the Invoices heading).
2. On the Exports tab, use the available filters to locate a previously exported file as required.
3. Once you locate the required export, click the Actions button.
Select the Download option to obtain a copy of the file previously exported file, ignoring any Admin changes since the file was exported.
The Download As... option allows you to download the file using a different export format, if any Admin changes have been made since the file was exported originally the new references will be included in the new export instead.
Note: Clicking on the file name link will also download an exact copy of the original file without needing to click the Actions button.
4. Once you've selected the relevant option, the file will download to your browser.
Note: You can only download previously exported files to your browser. If a file was previously downloaded to an alternative file destination, you cannot download the file to this destination again. You'll need to create a new export from the relevant Invoices area in Finance if you require this.
If a file was exported to an outbound file delivery destination, you can view the status of the previous delivery by clicking Actions > View Email History. Files that were previously exported via file delivery will be indicated by a blue icon next to the Actions button.
Using direct integration
If you are using the direct integration feature to post invoices to your accounting package, to view your posting history, complete the following steps:
1. Go to Finance > Export History (under the Invoices heading).
2. On the Postings tab, use the available filters if required to locate invoices previously exported and posted to your accounting package.
Note: Transaction Reference is the reference shown in your accounting package after posting the invoice. This will be displayed in a format similar to the following: Bill EIxxxx.
2. Click the Refresh option to get the most up-to-date posting status.
The postings showing the Complete tag indicate the invoices have been successfully posted to your accounting package on the displayed date and time.
Note: Any postings which had initially Failed and have been also Retried will also be displayed.