Schedule Exports

Emburse Spend's Scheduled Exports feature allows customers who use ERPs not yet integrated with Spend to export their data more efficiently and without user intervention, enabling them to reconcile their accounting books more easily.

SFTP-based scheduled exports are only available for Emburse Spend's paid tiers; they are excluded for the base-level subscription.

Create a Custom Export Template

You will need to create a custom export template before you can schedule exports. See How to Create a Custom Export Template with Export Builder for complete details.

Set the Schedule & Delivery Method

Once you have created a custom export template, you may schedule it for export. 

1. Find the desired template in the Exports list, click the More Actions button, and select Schedule Export.

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Only one template may be scheduled, as indicated by a clock icon. The Schedule Export feature will be disabled for all other templates.

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2. On the Schedule Exports screen, choose the parameters for the schedule.

  • Frequency: Monthly or Weekly
  • Start Date
  • File Type: CSV, Pipe Delimited, or Semicolon Delimited
  • Transaction Status: Choose which types of transactions to include based on their status on the Transactions screen.

    • Occurred: Contains Needs Review, Need Manager Review, Pending Submission, Denied, and  Completed transactions

    • Were Submitted for Approval: Contains Needs Review, Needs Manager Review, and Completed transactions

    • Were Fully Approved: Containst just Completed transactions

  • Transaction Date Range: Previous 7 Days, Previous Month, Most Recent Statement Cycle
  • Default Category for Unsubmitted Transactions
  • Reimbursable Expense Status: Choose which types of expenses to include based on their status on the Reimbursements screen.

    • Were Submitted for Approval: Contains Needs Review, Needs Manager Review, and Completed expenses

    • Were Fully Approved: Contains only Completed expenses

  • Reimbursable Expense Date Range: Previous 7 Days, Previous Month, Most Recent Statement Cycle

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3. In the Choose Where Exports Will Be Sent section at the bottom of the screen, select the desired delivery method for exports—email, SFTP, or both. 

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4. Click Schedule Export.

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