Automatic export

With Automatic export, completed expenses can be automatically exported to your connected accounting system without the need to export them manually.
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Once enabled, accounting data is automatically sent to the connected accounting system when expenses are ready for export.
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Automatic export is only available if you use a direct integration with an accounting system.

The feature cannot be used if you export accounting data using:

If you use file-based exports, you need to download and manage the exports manually instead.
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Make sure the correct accounting integration is connected and active before enabling Automatic export.

If you use an approval flow, an expense will only be exported once it has completed the approval flow and is ready for export.

If no approvers have been added, the expense will continue without manual approval. This means that once a user submits an expense, it may be automatically exported to the accounting system without first being approved by an approver.

We therefore recommend reviewing your approval policy before enabling Automatic export if you want expenses to be reviewed before they are exported.