If you are using inDinero's accounting solution for your business, we make it very simple for your inDinero Accountant (or you) to export the expense data needed to properly account for all transactions.
Granting Access to inDinero
First, you will want to decide whether you will be sending the files to inDinero or if they will be an Admin member in your organization. This is entirely up to you and your inDinero Accountant. It's helpful to remember that Emburse Spend only charges on active usage (having an expense approved), so your inDinero member would not cost you anything - they are just downloading data.
Exporting Expense Data
There are two ways to do this:
- The first way is to export Expense data tied to a specific outgoing company bank transfer. If you need to export expense data for your accounting platform, the quickest way to do that is go to your company's Bank Transfer History screen to export the expense data tied to specific outgoing Bank Transfers. It's a one-click approach to getting the relevant expenses you need to book to bank transfers in your platform. Just click on the Export link that is in-line with the transfer and pick your file type (CSV or PDF).
- The second way is to use our Search & Filtering tools to slice through your company's expense history to find the expenses you want to book. Whether it's expenses dated during a certain time period, or just the expenses from corporate cards, our Filter tool can retrieve the right set of expenses for you to Export. You can also use the custom CSV export feature to make exporting easier.
Syncing Custom Fields to inDinero
You can create custom Team or Expense Fields in Emburse Spend and sync them to custom fields in inDinero. Click the links below to learn how to create each field type.
- Team Fields are customizable fields that you can add to a member's profile, like Department or Team. This data will be attached to employees expenses automatically.
- Expense Fields are customizable fields that you can add to the expense submission form. You can create a custom drop-down menu on the expense form for your employees to fill out while submitting their expenses.