How do I export the expense claims?

Within Capture Expense, after the Expense Claims have been approved you can use Accounting to export the data to a third party.

 

The Export Format defaults to what was set up in Setup> Settings> Accounts.

 

To export claims

1. Sign into Capture Expense. 
2. Navigate to the Claims tab.
   Go to Accounting > Claims tab
   
3. Select all the claims by clicking the checkmark icon.
   
4. Click the Export button. The Export side menu appears. It describes the number of transactions to be exported and the combined total.
   
5. Enter a Reference. 
6. Click the Export button. A confirmation message appears.
   
7. Click the Update button. The Claims are removed from the Claims tab and marked as complete and a zip file appears at the bottom left of your screen containing the exported dated.
   

Within the Claims tab, you can also review a claim, add a Vat receipt, split rows, add a note, or attach a receipt to a claim before you export.