Missing the Export button?
If a transaction is listed under Not submitted, it cannot be exported.
Before it can move to Ready for export, it must first be submitted by either the person who made the purchase or an administrator.
Make sure all required information is completed
To submit a transaction, it must have a category assigned.
If the selected category has required fields, such as:
Participants
Sales tax
Advanced accounting
these fields will be highlighted in red until they have been completed.
Once all required information has been filled in, the Submit button will become available.
Is the transaction still pending?
If the transaction is marked with a yellow clock icon, it is still pending and has not yet been completed.
Pending transactions cannot be submitted or exported until the purchase has been completed and the clock icon has disappeared.
Need to change which fields are required?
If you want to change which information must be completed before a transaction can be submitted, go to:
Accounting settings → Categories
There, you can configure which fields are required for each category.
Frequently asked questions
Why is the Export button missing?
The Export button only becomes available once the transaction has been submitted and moved from Not submitted to Ready for export.
Who can submit a transaction?
A transaction can be submitted by:
the person who made the purchase via My expenses
an administrator via All expenses
Need help?
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