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Enable Automatic export for your accounting integration
If you’ve already set up your accounting integration and want to enable the Automatic export feature, here’s how:
- Log in to your Soldo account.
- From the left-side menu, select Integrations > Marketplace.
- Find your active integration and select Settings.
- Select the Transaction Rules tab.
- At the bottom of the page, select the toggle to enable Automatic export.
- Select an Expense review status for Automatic exports. You can choose from:
- Transaction can have any review status
- Transaction must have the approved status
- Transaction must be approved and included in an expense report
Note: Expense review status is only available when the Expense review feature is activated. For more information on setting up and activating Expense review, see this guide: Set up the expense review feature
- Select an expense type. You can choose any combination from:
- Travel & Entertainment
- Company
- Personal
- Select Save.
- Automatic Export is now enabled, and your transactions will be exported to your connected integration daily at 01:00 AM UTC.
Note: Automatic export will also follow any conditions you've set in the Transaction rules section, such as Mandatory details, along with any additional requirements from your chosen integration. You can view the conditions required by your integration under the Transaction Rules tab.
Where to find the conditions required by your integration:
Show images
Enable Automatic export for your accounting integration
If you’ve already set up your accounting integration and want to enable the Automatic export feature, here’s how:
- Log in to your Soldo account.
- From the left-side menu, select Integrations > Marketplace.
- Find your active integration and select Settings.
- Select the Transaction Rules tab.
- At the bottom of the page, select the toggle to enable Automatic export.
- Select an Expense review status for Automatic exports. You can choose from:
- Transaction can have any review status
- Transaction must have the approved status
- Transaction must be approved and included in an expense report
Note: Expense review status is only available when the Expense review feature is activated. For more information on setting up and activating Expense review, see this guide: Set up the expense review feature
- Select an expense type. You can choose any combination from:
- Travel & Entertainment
- Company
- Personal
- Select Save.
- Automatic Export is now enabled, and your transactions will be exported to your connected integration daily at 01:00 AM UTC.
Note: Automatic export will also follow any conditions you've set in the Transaction rules section, such as Mandatory details, along with any additional requirements from your chosen integration. You can view the conditions required by your integration under the Transaction Rules tab.
Where to find the conditions required by your integration: