Export Travel and Expense Claims

Once travel and expense claims have been approved, they can be exported to your payroll system. This article explains how to create an export file and prepare it for import into your payroll system.

Create an export file

1. Go to Travel and Expenses → Export in the left-hand menu.
2. At the top of the page, select whether you want to export Travel or Expenses.

Note: If you select Expenses, only standalone expense claims are exported. Expenses that have been registered as part of a travel claim are included in the Travel export.

3. Select the travel or expense claims you want to export.
4. Click Export.

The export file will appear at the bottom of the page under Latest exports using the export setup.

Once a travel or expense claim has been exported, it is removed from the export list. The next time you create an export file, only claims that have not yet been exported will be available.

Save the export file

Before importing the file into your payroll system, you must save it to your computer.

1. Hover your mouse over the file name.
2. Right-click and select Save link as... (or the equivalent option in your browser).
3. Save the file to a folder on your computer.

You can then import the saved file into your payroll system using your normal import procedure.

Important: We recommend saving the file directly without opening it first. If the file is opened and then saved again, the file format may change, preventing it from being imported into your payroll system.

Export history

The Latest exports using the export setup section displays your five most recent export files.

If you need to access older export files, select Export archive at the top of the page to view your complete export history.

Before you export

Before you can export travel and expense claims to your payroll system, ensure the following has been completed:

• An active export setup has been configured.
• The required Payroll types have been created.
• The Payroll types have been linked to the relevant expense types.

For more information, see the following articles:

• Create Payroll types
• Link Payroll types to expense types
• Changing payroll system for Travel and Expenses exports (if you need to change or configure a new export setup)