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Introducing our export format CSV 2.0

Apr 7, 2016 1:50:52 PM

Introducing our export format CSV 2.0

During the last few weeks, we have worked on an update of our CSV export format. We are happy to announce that it is now the default CSV export for new clients. Current customers can request the new format as well, though you would have to map it again to match your needs.

 

Export expenses and reports values at the same time

In the CSV 2.0, mapping is even more flexible than before. The biggest change in this regard is the option to make an export with expenses per row, reports per row, or  both. In the latter case, the top row will contain report values, and the individuals expenses will be detailed underneath it. Once you have selected the rows, you can define your own mapping under 'Expense values'.

Use our CSV export format to connect SRXP with your finance or HR system.

 

More values, and a constant, to choose from

Additionally, we have added new values you can use in the mapping. In the Expense values table, you can add columns to your export. If you want to export both expenses and reports, the column value cell is split into two. Also new is the option to add a constant. If you select ‘constant’ as a column value, you can specify it in the column on the right.

 

Split VAT

The CSV 2.0 also supports splitting VAT. If you want to book the VAT on a different GL account, you can for example fill out the GL account as a constant.Split VAT in the CSV export format

If you need a more elaborate setup, for example to book VAT on several GL accounts depending on the expense details, you can set that up in the free fields of expense categories or VAT percentages.CSV 2.0 Split VAT

VAT percentages free fields

 

Split mileage expenses

Of course, the new CSV export format also supports splitting mileage expenses. You only have to check the box. Click here to read about splitting the mileage expenses in a taxed and untaxed part.

 

Like the previous CSV export, this export format is included in every pricing plan. Feel free to reach out to us if you want to know more about the CSV export or how to set it up.

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Author

Pieter Verbruggen

Pieter Verbruggen

CEO & Founder
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