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 1/4] 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. + From d83dab20c52b28d1598519a9cee1ffb9871fe224 Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Thu, 28 Sep 2023 11:55:21 +1300 Subject: [PATCH 2/4] Update Indirect-Accounting-Integrations.md Add jekyll info back in and remove extra ":" --- .../Indirect-Accounting-Integrations.md | 8 +++++++- 1 file changed, 7 insertions(+), 1 deletion(-) 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 index 76bfc64fa0bc..911ab4331295 100644 --- a/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md @@ -1,3 +1,9 @@ +--- +title: Indirect Accounting Integrations +description: Learn how to export your expenses and reports to a built-for-purpose flat file that works with your accounting platform. +--- + + # Overview Along with the direct integrations Expensify supports, there's also an option to integrate with other accounting solutions via a flat-file import. @@ -6,7 +12,7 @@ When you set up one of these accounting packages in Expensify, we will automatic # How to Set Up an Indirect Accounting Integration -## Home Page:: +## 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. From aa17ad44ed7d0f96e99ebcf0e4c12322908b054c Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Thu, 28 Sep 2023 15:26:14 +1300 Subject: [PATCH 3/4] Update docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md Co-authored-by: Youssef Lourayad --- .../accounting-integrations/Indirect-Accounting-Integrations.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 index 911ab4331295..578893cff439 100644 --- a/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md @@ -12,7 +12,7 @@ When you set up one of these accounting packages in Expensify, we will automatic # How to Set Up an Indirect Accounting Integration -## Home Page: +## 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. From d7a4f9c43ae0444c1441586d21c78fbeb417a424 Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Thu, 28 Sep 2023 15:26:19 +1300 Subject: [PATCH 4/4] Update docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md Co-authored-by: Youssef Lourayad --- .../accounting-integrations/Indirect-Accounting-Integrations.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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 index 578893cff439..852db0b7f7c0 100644 --- a/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md +++ b/docs/articles/expensify-classic/integrations/accounting-integrations/Indirect-Accounting-Integrations.md @@ -18,7 +18,7 @@ After selecting your Group Plan type for your first workspace, you'll be taken t 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: +## 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.