Common Export Issues

This article describes the most common reasons why travel and expense exports may not work as expected and how to resolve them.

Payroll type is missing from the export file

If a payroll type is missing from the export file, the most common cause is that it has not been linked to the relevant expense type.

Solution

1. Verify that the correct payroll type is linked to the expense type.
2. If it is missing, add the payroll type.
3. Delete the export file you have already created.
4. Create a new export file.

When the existing export file is deleted, the travel claims and expenses included in that file become available for export again. The new export file will include the payroll type you added.

See also: Link payroll types to expense types.

Travel claims or expenses are not available for export

There may be several reasons why travel claims or expenses are not available when creating an export file.

Check the approval status

If you use Approval Control, travel claims and expenses must also be approved at this level before they become available for export.

Verify that the travel claim or expense has the status Approved.

Check the selected department

On the export page, you can choose which department to include in the export.

Make sure that:

• the correct department is selected
• Include sub-departments is enabled if you want to include travel claims and expenses from underlying departments

Check the export configuration

If travel claims or expenses from certain organizational units are still missing, the export configuration may not be assigned to those units.

If you have checked the points above and the problem persists, please contact Simployer Support at support@simployer.com. We will help you verify the export configuration.