Steps to Export Expenses
Start by adding you default Export type:
Go to Settings and head over to the Export tab.
Under Export type, open Expenses and select either Integration or Template and select your bookkeeping system. If it can't be found, select Template and select Zevoy Default Format.
Move Items to the Export Queue:
Navigate to the Approved section of the Expenses page.
Select the items you want to mark for export. Once you select these items, the toolbar will appear.
Click Move to Export Queue to transfer the selected expenses to the queue for export.
Filter Expenses for Export:
When you’re ready to export, use the available filters to refine your selection based on criteria such as date users, categories, tags, and more.
This ensures that only the expenses meeting your specific requirements are exported.
Export Expenses:
After filtering the desired expenses, proceed with exporting them directly from the Expenses page.
By selecting expenses, the toolbar will appear, providing you with options to send the expenses to bookkeeping.
Detailed Instructions
For step-by-step guidance on how to send your expenses via the Expenses page, refer to the detailed instructions available below.