Export validated payments

In case you missed the our previous article about how to Edit and Validate Payments, please visit the related article here.


Once you have validated your payments, you can click on the "To export" tab to check and export validated payments.

Checking validated payments

Once you've approved a payment, the payment line should be greyed out by default, to ensure that no information is modified after validation.
 

More information:

If you need to make changes to an already validated payment, simply hover over the "validated" button and click on "undo" to unfreeze the information. The payment will then move back to the tab ["To validate"].

Undo_payment.gif

Exporting validated payments

Once you are ready to export your validated payments simply click on the "Export" button in the top right hand corner of the page.
 
From the pop up, select your preferred time period (Last month or Custom period.) The exported file will contain:
  • - A bank journal (in .csv format) which will include every transaction from the selected period, regardless of whether they were validated or not.
  • - A purchase journal (in .csv format) which will include all the validated transactions you've chosen to export, in the selected period.
  • - If selected, all the receipt files related to the payments from the purchase journal.
All the exported payments are displayed in the tab "Exported" for your knowledge. 
Keep in mind:
Please note that from "Your wallet" tab, you can only download the bank journal.
Missing Receipts?
You can validate and export payments with missing receipts. Once the receipt has been uploaded, a number will be displayed next to the tab "Exported" to notify you so that you can follow-up in real-time any updates.
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