Please see the instructions here on how to set-up expense claims if this is not already done.
Submitted expense claims can be found under the Expenses page in the Hub by selecting Expense claims in the header.
Under Submitted you'll find the claims that need reviewing.
Edit the claims if needed by clicking Edit. Please note that an approved claim can no longer be edited.Approve the claims by selecting several at a time, or by opening them one by one.
Selecting items will reveal the action toolbar.You can now create an export queue for yourself. Select the items you wish to mark for export under Approved and click Move to export queue.
Now you're ready to create export files! Under Export queue, select all expense claims, or the ones you wish to export, and options for exporting will appear in the toolbar.
The bookkeeping export is generated based on what you've selected as your template. More on setting up your exports can be found here. The bookkeeping export generates a CSV and PDF file that can be uploaded into your accounting software.
The payment export will generate a XML file that can can be used to issue out reimbursements to your employees. It's a standardized SEPA payment file and contains one payment per employee with the total amount owed. A PDF file is also generated, which can be used for manual payment processing.
Done! Download the files and upload them to their respective systems.
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.