How to export your expense claims from the Zevoy Hub.
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.