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:
Name of the submitter
Email address of the submitter
8-digit Travelstop Report ID
Title of the expense report
Expenses for June 2021
Description of the expense report
General expenses of the month
8-digit Travelstop Expense ID
Line reference number for the expense
Date of the expense (YYYY-MM-DD)
Name of the merchant
Purpose of the expense
Taxi to the airport
Category of the expense
Account code for the expense category
Reporting currency for the report
Total amount in reporting currency
Receipt attached (Yes/No)
Currency in which expense was incurred
Total amount in receipt currency
Tax amount in receipt currency
Name and the percentage value of the tax
Exchange rate for currency conversion
Group associated with the expense report
Cost Centre associated with the expense report
Asia - Sales
Tags associated with the expense report
Client servicing, Tokyo
Name and email address of the approver
Richard Hendricks (email@example.com)
Status of the report
Policy status of the report (In Policy / Out of Policy)
Out of Policy