Knowledge Base Home
Contact Us
Sign in
  1. Knowledge Base Home
  2. Data Management
  3. Exporting Data
  1. Exporting Data
  • December 22, 2022 21:32
  • Updated

How to export employee reimbursable expenses

Goal:

  • Exporting employee reimbursable expenses 

Steps:

  1. Create a bill. Review the following article for instructions on how to create a bill. 
  2. Select the Accounts Payable tab on the left-hand navigation bar. 
  3. Select the Manage Bills tab 
  4. Select the Approved tab
  5. Select Filters
  6. Select the Expense Bills Only drop-down and select the toggle Unexported Bills, so the wording YES appears. 
    • mceclip0.png
  7. Select the checkboxes beside the bills you wish to Export and select Export bills and select Submit.  On the right-hand side of the screen, it will show which bills have been exported. 

 

Additional Information:

  • Transaction Pro: Mapping Employee Expenses from Procurify to QuickBooks
  • The CSV file can be imported to your accounting system with modifications or via your preferred middleware product.
  • expense export sample.csv
    2 KB Download
Was this article helpful?
0 out of 0 found this helpful
Return to top