One of the many features of WegoPro is that you can integrate it with some of the most-used accounting software out there, i.e. Xero and QuickBooks Online. It allows all your expense reports to be synced with your accounting systems in real-time. But, if you are using software that we don't support or need access to your data in a custom format – we have now made it easy for you to create a custom template.
Here is a quick run-through on how you can go about using this feature:
Log in to your WegoPro account.
Go to the 'Expenses' tab.
Select any expense report and click export (download icon) and select CSV
Apart from the default and pre-defined templates, you also can create your custom CSV template. Here is a step-by-step guide on creating your own CSV template:
Click on the template dropdown and select 'Add new.'
Enter a template name and select the access permission level.
You can enter a column name for your custom CSV and map it to any existing fields or define a static value.
By default, the new template will have two examples columns to highlight mapping to an existing field and the use of static value (these can be edited/deleted if required).
Click 'Save' once done, and you will see your custom template in the dropdown menu next time you export your report as CSV.
Here's a list of all the existing values that you can select from:
Source | Description | Example |
From | Name of the submitter | Gavin Belson |
Email address of the submitter | ||
Report ID | 8-digit WegoPro Report ID | 41759893 |
Report Title | Title of the expense report | Expenses for June 2021 |
Report Description | Description of the expense report | General expenses of the month |
Expense Number | 8-digit WegoPro Expense ID | 13263899 |
Line Reference | Line reference number for the expense | 1 |
Date | Date of the expense (YYYY-MM-DD) | 2021-06-22 |
Merchant | Name of the merchant | Uber |
Purpose | Purpose of the expense | Taxi to the airport |
Category | Category of the expense | Ground Transportation |
Account Code | Account code for the expense category | 493 |
Currency | Reporting currency for the report | USD |
Amount | Total amount in reporting currency | 11.15 |
Receipt | Receipt attached (Yes/No) | Yes |
Receipt Currency | Currency in which expense was incurred | SGD |
Receipt Amount | Total amount in receipt currency | 15 |
Receipt Tax | Tax amount in receipt currency | 1.31 |
Tax Type | Name and the percentage value of the tax | GST (7%) |
Exchange Rate | Exchange rate for currency conversion | 0.74477 |
Group | Group associated with the expense report | Sales |
Cost Centre | Cost Centre associated with the expense report | Asia - Sales |
Tags | Tags associated with the expense report | Client servicing, Tokyo |
Approver | Name and email address of the approver | Richard Hendricks (richard@example.com) |
Status | Status of the report | Approved |
Policy Status | Policy status of the report (In Policy / Out of Policy) | Out of Policy |