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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:
- 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, 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.
- Once you've made your changes, select Save.
Disable Automatic export
If you want to disable the Automatic export feature:
- Follow steps 1–4 in the guide above.
- At the bottom of the page, select the toggle to disable Automatic export.
- Select Save.
Tip: You can enable or disable Automatic export at any time.
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:
- Log in to the web app.
- From the navigation menu, select Integrations > Marketplace.
- Find your active integration and select Settings.
- Select the Transaction Rules tab.
- 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.
- Once you've made your changes, select Save.
Disable Automatic export
If you want to disable the Automatic export feature:
- Follow steps 1–4 in the guide above.
- At the bottom of the page, select the toggle to disable Automatic export.
- Select Save.
Tip: You can enable or disable Automatic export at any time.
Availability
Who: Super admin Admin, Accountant
Pricing plan(s): Plus, Unlimited