Your Zevoy Export includes a PDF file containing all receipts matched with their corresponding transaction information, as well as a CSV file with all transaction and accounting details. Please note that only approved expenses will be included in the Export. Read more about approving expenses here.
How to generate expense reports in the Hub
Start by setting your preferred Export type by going to Settings → Export and selecting either template or integration. The template creates a file on your computer that you can manually upload to your accounting system, whereas the integration function transfers the data directly to your accounting system via integration. In order for your organization to utilize the integration, please ensure that you have the appropriate package activated on your accounting system's side.
Exporting using the Export Queue
Go to the Expenses page in the Hub.
Under Submitted, you'll find your expenses that need reviewing. Open the expenses to edit them if needed and once checked, approve them either individually or by selecting multiple items. Tip! You can use the Filter function to filter, for example, all expenses from January. After that, you can click Select all in the middle of the page to select all January expenses at once.
Now you can create an Export queue! Select the items you wish to mark for export under Approved and click Move to export queue. The expenses will disappear from your view and can now be found in the Export queue.
The export queue helps you track which items are marked as ready for export, making it easier to review transactions throughout the month.
You're now ready to create exports! Under Export queue, select all expenses or specific ones you wish to export, and options for exporting will appear in the toolbar:
Revise – Move the selected items back to Approved.
Move to Exported – If you don't want to generate reports but wish to move items to Exported, choose this option.
Preview – Generate previews to review the file before exporting. This action won't change the export status of the items.
Export – Click Export to generate and download the Csv. & PDF files.
Click Export to finalize the process!
The Exported column helps you track completed exports.
Previous exports can be found under Export history. Here you can re-download export files if needed and check which items were included in which export.
Can't find your accounting software?
Zevoy Default Format - Choose this template if your accounting software is not available. The PDF file has all receipts matched with corresponding expense information. In your accounting software, book the rows on your invoice manually with the help of the Export file.
If you experience issues with your export, contact our support team at [email protected].