Important: You must have finance permissions to access this functionality.
When claims have been fully approved and are ready to be exported into Iplicit.
- Navigate to Accounting
- Use the circular checkbox to select the claims to be exported. You can use the filters on the right, e.g. date, credit card, reimbursement.
3. Click Export
4. If not already auto-populated, from the Export Format dropdown select the Iplicit.
Complete the date, Reference and press Export.
5. A popup box appears with Cancel or Update. If you choose Update the transactions will be
moved from Accounting into Expenses>Archive. If you press Cancel the transactions will remain in Accounting.
Note: the export process may take a short amount of time as the transaction data along with the files and receipts are being collated and sent across.
If an item fails to import into Iplicit, you can update the transaction in question and re-export. Iplicit will check to see if the transaction already exists, create new items if required, or update an existing item.
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