Exporting expense claims

Exporting expense claims

After being assessed and approved, expense claims are sent to the ‘Export’ menu item, where they can be exported. This generates an export file that is automatically sent to the financial package via a web service or that can be manually imported into the financial package for further processing. 

Exporting expense claims

In the overview, you can select all the expense claim periods you want to export by ticking the relevant boxes. Clicking on ‘Export’ above the overview will merge all the selected expense claims into a single export file. This file can be found and downloaded by clicking on ‘Export files’. 

Depending on your organisation’s settings, the file will then have to be imported into the financial package. If your organisation has a web service link between Spend Cloud and the financial package, you will not have to manually import the export file. Instead, the export will be performed automatically in the background. 

    • Related Articles

    • Where can I find my expense claims?

      In the 'Archive' menu section, accessible through Expense claim / Archive, you can view a comprehensive overview of the expense claims you've created (grouped by period). Using the selection options on the left, you can generate various reports of ...

    • Configuration settings for Expense claims

      In the menu section "Configuration Settings / Expense claims," you will find settings that apply to the Expense claim module. For more information about configuration settings, refer to this article. Make sure you understand what each setting does ...

    • Progress expense claims

      In Spend Cloud, you can track the progress of expense claim assessments. You can access this menu through Expense claim / Progress. More Information about this Menu In this menu, you'll find a timeframe for each employee indicating how many days an ...

    • Sending expense claims

      Created expense claimss still need to be submitted for assessment by an employee before they can be paid out if approved. You can send an expense immediately after creating it by choosing 'Save and Send.' Depending on the guidelines within your ...

    • Marking export files as paid

      Expense claims are exported so that they can be paid via your organisation’s financial package. Spend Cloud does not receive any feedback from the financial package when the expense claims have actually been paid. It is, however, possible to manually ...