One of the many features of Travelstop 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 Travelstop 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

Email address of the submitter

gavin@example.com

Report ID

8-digit Travelstop 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 Travelstop 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

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