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-by-Step Guide:
Step 1: Go to the Accounting menu from the side panel.
Step 2: Click on the Expenses to 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. For more details on the options available in this tab, you can check out this guide here.
Did you know you can Bulk Edit expenses? Select one or all expenses and check the action bar shown above the expenses list. Learn more about it here.
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. You can learn more about this feature here.
Uncleared transactions can't be exported, to prevent the booking of transactions which are subsequently reversed. 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): If you'd like to view the expenses you've successfully exported, you can find them under the Exported Expenses tab. You can learn more about it here.
To learn more about each option available on the Accounting Tab, you can check out this article.