Finance

Check, report and process approved expenses

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24 articles in this collection
Written by Jack
Imports and Exports

Unallocated data feed transactions

How to view transactions that have not been delivered to a user.
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Written by Jack
Updated over a week ago

Import company card statements

Import card statements for your users and reconcile submitted card expenses against this.
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Written by Jack
Updated over a week ago

Delete saved card statement import mapping

Delete unused saved CSV card statement mapping from the card statement import feature in the Finance area.
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Written by Jack
Updated over a week ago

Undo a card statement import

How to undo a card statement import from the Finance area.
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Written by Jack
Updated over a week ago

Data feed transactions

How to view transactions delivered via a data feed.
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Written by Jack
Updated over a week ago

Creating an export schedule

How to create an export schedule for automatic report generation.
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Written by Jack
Updated over a week ago

Import card statement matching rules for draft expenses & unattached receipts

Card statement matching rules followed when importing your CSV company card statement file.
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Written by Jack
Updated over a week ago

Export company card status to CSV

Exporting company card statement data allows you to see the current status of imported company card expenses
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Written by Jack
Updated over a week ago

Download a copy of an imported card statement file

Download a previously imported card statement file
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Written by Jack
Updated over a week ago

Payment Batches

How to find paid expenses in the Payment Batches area.
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Written by Jack
Updated over a week ago

Access export and posting history for expenses

How to access expense data that has been previously exported and posted from Approved in the Finance area
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Written by Jack
Updated over a week ago