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.
How to generate expense reports in the Hub:
Please note that only approved expenses will be included in the Export. Read more about approving expenses here.
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.
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]