If you are using inDinero's accounting solution for your business, we make it very simple for your inDinero Accountant (or you) to export the expense data needed to properly account for all transactions.
Granting Access to inDinero
First you will want to decide whether you will be sending the files to inDinero or if they will be an Admin user in your organization. This is entirely up to you and your inDinero Accountant. It's helpful to remember that Abacus only charges on active usage (having an expense approved), so your inDinero user would not cost you anything - they are just downloading data.
Exporting Expense Data
There are two ways to do this:
- The first way is to export Expense data tied to a specific outgoing company bank transfer. If you need to export expense data for your accounting platform, the quickest way to do that is go to your company's Bank Transfer History page to export the expense data tied to specific outgoing Bank Transfers. It's a one-click approach to getting the relevant expenses you need to book to bank transfers in your platform. Just click on the Export link that is in-line with the transfer and pick your file type (CSV or PDF).
- The second way is to use our Search & Filtering tools to slice through your company's expense history to find the expenses you want to book. Whether it's expenses dated during a certain time period, or just the expenses from corporate cards, our Filter tool can retrieve the right set of expenses for you to Export. To learn more about our filtering feature take a look at this article. If you are on the Professional Plan, you will also have access to a custom CSV export feature to make exporting easier.