If you have any custom export templates configured, you will see the option to select any of your custom export templates or to choose the Default CSV export option. Click the circles to select and deselect which sections of transactions you would like to include in your export.ģ. By default, the export will include transactions in the section that you were in on the Transactions page when you clicked Export and any filters you had applied. To export all transactions that meet your filter criteria:Ģ. You can also use saved filters to save your filter criteria if there are one or more exports that you need to run frequently on the Transactions page. You can use the filters at the top of the page to focus in on a specific subset of corporate card transactions. Completed: Corporate card transactions that have been submitted for approval and approved.Pending Submission: Corporate card transactions that have not yet been submitted for approval in Abacus by the card holder.Pending Other's Review: Corporate card transactions that are awaiting review and approval from other Abacus users.Needs Review: Corporate card transactions that are awaiting your review and approval.To export data about transactions from the corporate card programs connected to your Abacus account, click Transactions on your Personal, Manager, or Admin sidebar.īy default, you will be brought to a list of all of your Needs Review transactions, but you can click the circles above the list of transactions to view transactions that meet these criteria: It's a one-click approach to getting the relevant expenses you need to book to bank transfers in your platform. There, you can click Export to download export the expense data tied to specific outgoing Bank Transfers. Please Note: If you need to export expense data for your accounting platform, the quickest way to do that is to go to Bank Transfer History under your Company Settings. You can also create a custom export template if you'd like to customize which columns are included in your CSV exports. You can export information about out-of-pocket expenses that have been submitted for reimbursement in Abacus on the Reimbursable Expensespage.You can export information about corporate card transactions for connected corporate cards in Abacus on the Transactions page.Admins can export information about company-wide expenses, managers can export information about their own expenses and the expenses of individuals they manage, and members can export information about their own expenses. You can easily export your Reimbursable Expenses and Transactions data from Abacus with our CSV and PDF export options.
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