ExpenseIn has two dedicated areas that allow Finance users to access expense data that was previously exported to file, or expenses that were posted to your accounting package via the direct integration.
How to access your export history
To view expense data that was previously exported to file using an export format, follow the steps below:
1. Go to the Finance area.
2. In the Imports and Exports section, click the Export History subheading.
3. By default, the latest exports (month-to-date) will be displayed. You can use the Filter options to locate the correct export you require.
Export Date - set a date range to locate data exported within the specified range.
Export Format - select an export format to locate data which was exported with the specified export format.
4. Click the three dots icon next to the export and select from one of the following options:
Download - select this option to obtain a copy of a previously exported file. The file will take into account any admin updates that have been made since the original export.
Download As... - select this option to download the file using a different export format. The file will take into account any admin updates that have been made since the original export.
Note: Clicking on the file name link will download an exact copy of the original file.
How to access your posting history
If you're using the direct integration feature to post expenses to your accounting package, you can view a history of your postings by following the steps below:
1. Go to the Finance area.
2. In the Imports and Exports section, click the Posting History subheading.
3. By default, the latest exports (month-to-date) will be displayed. You can use the Filter options to locate the posting you require.
Posting Date - set a date range to locate expenses posted to your accounting package within the specified range.
Transaction Reference - enter the posting reference number starting with EI to locate a specific posting.
