If a transaction is listed under Not submitted, it can't be exported.
Before a transaction can be moved to Ready for export, it must first be submitted by either the person who made the purchase or a company administrator or accountant.
Depending on your permissions, you can open the transaction from My expenses, All expenses, or Accounting & Export.
Make sure all required information has been completed
To submit a transaction, a category must be selected.
If the selected category contains required fields, such as:
Participants
Sales tax
Advanced accounting
These fields will be highlighted in red until they have been completed.
Once all required information has been entered, the Submit button will become available.
Is the transaction still pending?
If the transaction is marked with a yellow clock icon, it is still pending and hasn't yet been completed by the merchant.
Pending transactions can't be submitted or exported until the transaction has been completed and the clock icon has disappeared.
Need to change which fields are required?
If you'd like to change which information must be completed before a transaction can be submitted, go to:
Accounting settings → Categories
There you can choose which fields should be required for each category.
Frequently asked questions
Why isn't the Export button available?
The Export button only becomes available once the transaction has been submitted and moved from Not submitted to Ready for export.
Who can submit a transaction?
A transaction can be submitted by:
The person who made the purchase via My expenses
A company administrator or accountant via All expenses or Accounting & Export
Need more help?
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