Your Zevoy Export includes a PDF file with all receipts matched with corresponding transaction information, and a SIE file with all transaction and accounting information.
Please note that most Swedish accounting softwares only accept two tags.
Start by adding your accounting information to Zevoy. Read more on how to add accounts and categories here.
How to generate expense reports from the Expenses page (Export queue)
Remember to set SIE-template as the default export settings on the Settings - Export & Integrations page.
Go to the Expenses page in the Zevoy Hub.
Under Submitted you'll find your expenses that need reviewing. Edit the expenses if needed and once they're checked, approve them either individually or by selecting them.
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.Now you're 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, you will create the transfer file.
Click Export SIE!
The SIE file will be downloaded to your device alongside a receipt PDF that can be used as an attachment for the journal.
How to generate expense reports from the Export-page:
Please note that only approved expenses will be included in the Export. Read more about approving expenses here. All expenses should also have a category assigned to them.
Head over to Export.
Select the time frame for the expenses you want to export.
Select a template from the drop-down list. SIE-file can be added to the accounting software. Default template can be used to view the expenses as a Excel file.
Click Generate.
Your Export is ready to be 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.