Export Expense Claim Data to CSV

Expense claims and mileage claims can be exported from the system, data from approved claims (via customised approval workflow) is exported at a claim header level into a CSV file, which is attached in an email sent to the user who requested the export. This newly created CSV file can then be imported into an accounts payment system, or direct into systems such as Xero that treat claimants as a supplier. Alternatively, the CSV file can be passed to a 3rd party payroll provider for action.

Data export structures are customised during the system specification phase of the order process. Changes required to the export layout can be requested via our support portal and actioned under the clients support bank. If the changes are significant or require system code changes, the work will be handled under Change Management and a quotation provided before work commences.