How to modify or disable Automatic export

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Modify Automatic export

If you want to make changes to your Automatic export settings, for example, changing the expense review status or expense types, here’s how:

1. Log in to your Soldo account.
2. From the left-side menu, select Integrations > Marketplace.
   
3. Find your active integration and select Settings.
   
4. Select the Transaction Rules tab.
   
5. At the bottom of the page, update the following settings as needed:
   
   
   • Expense review status
   • Expense type
   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
6. Once you've made your changes, select Save.
   

Disable Automatic export

If you want to disable the Automatic export feature:

1. Follow steps 1–4 in the guide above.
2. At the bottom of the page, select the toggle to disable Automatic export.
   
3. Select Save.
   

Tip: You can enable or disable Automatic export at any time.