Which transactions can be prepared for export?

Modified on Thu, 25 Jan 2024 at 11:44 AM

Transactions can be prepared for export to an accounting system by users with the roles Owner, Admin or Accountant. 


Transactions can be pre-assigned in two ways:

 

  1. Manual pre-assignment
  2. Automatic pre-assignment

 

Important note: Please ensure that all required data fields have been configured correctly under Settings > Accounting.


Preassign transactions manually

By selecting an individual transaction, it can be pre-assigned in the accounting export (web app) or in the transaction list (mobile app). Depending on which data fields are activated (and configured), different options are available.


For each transaction, individual or multiple data fields can be pre-assigned by selecting the corresponding entry from the respective dropdown.

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