Before you get started
Exporting expenses is different from downloading them. For example, if someone needs a spreadsheet of their team's Pleo expenses, then you can download the requested file. This doesn't move anything or change anything in Pleo. Exporting, however, lets you move expenses out of Pleo and into your accounting system. Exporting is what you do when Pleo expenses have been approved and you move them over so that they are locked (no longer editable).
How to export expenses
First, make sure you have set up the integration with your accounting system prior to exporting. If you have not done this, you can do it on the Settings page.
Then select Export
Need to make changes to expenses before exporting? You can edit one by one or in bulk. You can use the filters in the top-right corner to find all expenses connected to a date range, account number, whether or not a receipt is missing, etc. You can also use the search field to filter based on vendor name. To make changes to multiple expenses at a time, click Select All, Bulk Edit, and Apply.
Move expenses from Unexported to the Export queue when you are confident everything is correct
Click on Export to export all selected expenses
Only presentments are subject to being processed and the expenses will be exported according to the date of presentment.
We help you preselecting expenses for a faster process. If the expenses have an account number, a receipt and have been reviewed these will be pre-selected.
When expenses are moved from Unexported to the Export queue, they are locked and cannot be changed by anyone unless you take it back to Unexported. Once exported, the expense will stay locked.
You can re-export expenses that have been exported previously