This guide explains how to export expense reports from Alaan to your accounting solution. It includes steps to review, prepare, and export your company expenses.
Step 1: Go to the Accounting menu from the side panel.
Step 2: Click on the Prepare tab. Review the expenses shown and select an Expense needing adjustments. On the Expense Details window, review and edit the Expense Category and the Tax Codes.
Did you know you can Bulk Edit expenses? Select one or all expenses and check the action bar shown above the expenses list.
Step 3: Mark the transactions as Ready to cue them for export.
Step 4: Next go to the Ready to Export tab.
Step 5: Select an expense and then click on Export.
To prevent the booking of transactions which are then reversed, you will not be able to export uncleared transactions. Learn more about uncleared transactions here.
If your accounting solution is integrated with your Alaan account, the transactions will be posted on your Accounting Solution automatically.
Step 6 (optional): For file-based exports, use the Download Transactions tool.