Deep Dive - Configure Export Settings for FinancialForce FFA

Sonia Liapounova

Preferred Exporter

You can select any admin on the policy to receive notifications in their Inbox when reports are ready to be exported.

Payable Invoice Status and Date

Here you select if you want your reports to be exported as Complete or In Progress.

For the date, you have three options to select:

• Date of last expense
• Submitted date
• Exported date

Reimbursable and Non-reimbursable Expenses

Both reimbursable and non-reimbursable reports are exported as payable invoices. If you have both Reimbursable and Non-Reimbursable expenses on a single report, we will create a separate payable invoice for each type. 

Default Vendor

Here is where you select the default vendor to be applied to the non-reimbursable payable invoices. The full list of vendors from your FinancialForce FFA account will be available in the dropdown.

Payable Invoice Mapping

Summary

Expense Detail

Related Articles:

• How-to: Connect your policy to FinancialForce FFA
  
• Deep Dive - Configure Coding for FinancialForce - FFA
  
• Deep Dive - Configure Advanced Setting for FinancialForce FFA

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