Your Zevoy Export includes a PDF file with all receipts matched with corresponding transaction information, and a CSV file with all transaction and accounting information. 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
Depending on which settings you have active, transactions can be exported to accounting in different ways: either via the Expenses page or the Export page.
Exporting from the Export page
Head over to Export.
Select the time frame for the expenses you want to export.
Select a template from the drop-down list.
Your template is your accounting software.Click Generate.
Your Export is ready to be downloaded and imported into your accounting software.
By selecting Mark selected expenses as exported the exported expenses will automatically move from the Approved to the Exported tab under the Review page.
You can view and download your previous exports under History. We will save a copy of your receipts for a minimum of six years.
Exporting from the Expenses page
Start by setting your preferred Export type by going to the Settings - Export page and by selecting either template or integration.
Go to the Expenses page in the Zevoy 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 many.
Now you can create an export queue for yourself! Select the items you wish to mark for export under Approved and click Move to export queue. Selecting items will reveal the toolbar.
The export queue will help you keep track of which items are marked as ok for export, and makes reviewing your items throughout the month easier.You're now ready to create exports! Under Export queue, select all expenses or select the 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 - don't want to generate any reports but wish to move the items to Exported? Choose Move to exported.
Preview - generate previews and take a look at the file before exporting. This action won't change the export status of the items.
Export - by clicking export, the CSV & PDF files be be created and downloaded.
Click Export!
The Exported column will help you keep track of which exports have been created. A green checkmark means that the export was successful.
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.
Experiencing issues with your export? Please reach out to our support by emailing us - [email protected]