In the Business Trips application, under the SETTLED tab, there is a collection of views called ALL. It includes two subcategories related to expense export: TO BE EXPORTED – COSTS and EXPORTED COSTS.

To Be Exported – Costs view displays all settled business trips for which expense export has not yet been performed. Therefore, this view only shows trips eligible for cost export.

Exported costs – the view contains all settled business trips for which the expenses have been exported

Costs export

To perform the export, open the view: SETTLED – ALL – TO BE EXPORTED: COSTS

Select the business trip documents (checkbox in the first column). A panel with buttons will appear at the bottom – click Export and select XLS.

From the displayed list, select Costs export

NOTE: Only this type of export to XLS marks the document as one for which the expenses have been exported.

After completing the action, the business trip documents will move to the EXPORTED COSTS view. Additionally, in the EXPORT TO ERP column, information about the person who performed the export and the date of export will be displayed.

NOTE: If the column is not displayed, you can set it up. Click the column icon next to the search bar, select the column from the list, and confirm by clicking OK.