From dbf47cd5c208142e6158aae9d4684eef4cfb16a1 Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Wed, 27 Sep 2023 14:04:54 +1300 Subject: [PATCH] Create Indirect-Accounting-Integrations.md --- .../Indirect-Accounting-Integrations.md | 42 +++++++++++++++++++ 1 file changed, 42 insertions(+) create mode 100644 docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md diff --git a/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md b/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md new file mode 100644 index 000000000000..76bfc64fa0bc --- /dev/null +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md @@ -0,0 +1,42 @@ +# Overview + +Along with the direct integrations Expensify supports, there's also an option to integrate with other accounting solutions via a flat-file import. + +When you set up one of these accounting packages in Expensify, we will automatically create and add a relevant export template. The template will allow you to quickly and easily transfer expense and report data to your accounting package. + +# How to Set Up an Indirect Accounting Integration + +## Home Page:: + +After selecting your Group Plan type for your first workspace, you'll be taken through a few workspace setup tasks on the home page. When you reach the **Accounting Software** task, select your accounting solution from the available options. + +You'll receive a confirmation message, and the respective export template will be added to the account. From then on, it will show in the **Export to** option on the **Reports** page and at the top of each report. + +## Workspace Settings: + +Head to **Settings** > **Workspaces** > **Group** > _Your desired workspace_ > **Connections** and select an accounting package from the options listed here. You'll receive a confirmation message, and the respective export template will be added to the account. From then on, it will show in the **Export to** option on the **Reports** page and at the top of each report. + +# How to Export a Report for My Accounting Package + +You can export reports to these templates in two ways: + +To export a report, click **Export To** in the top-left of a report and select your accounting package from the dropdown menu. + +To export multiple reports, tick the checkbox next to the reports on the **Reports** page, then click **Export To** and select your accounting package from the dropdown menu. + +# FAQ + +## Which accounting packages offer this indirect integration with Expensify? + +We support a pre-configured flat-file integration for the following accounting packages: + + - Sage + - Microsoft Dynamics + - MYOB + - Oracle + - SAP + +## What if my accounting package isn’t listed here? + +If your accounting package isn’t listed, but it still accepts a flat-file import, select **Other** when completing the Accounting Software task on your Home page or head to **Settings** > **Workspaces** > **Group** > _Your desired workspace_ > **Export Formats**. This option allows you to create your own templates to export your expense and report data into a format compatible with your accounting system. +