Deep Dive - Configure Export Settings for FinancialForce PSA or SRP

Stevie LaFortune
Stevie LaFortune Expensify Team, Expensify Student Ambassador Posts: 240 Expensify Team
edited July 2021 in Deep Dive Docs

How to configure your reports to export to FinancialForce PSA/SRP ~

You can select any Policy Admin on the connected policy to receive notifications in their Inbox when reports are ready to be exported by setting them as the Preferred Exporter.  You are also able to select if you want your reports to export once they are in a Submitted or Approved state.
Both reimbursable and non-reimbursable expenses will export as expense reports. 

Expense Report Mapping ~ Summary

Expense Report Mapping ~ Summary

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