Integration

How to transfer claims into Xero

  Click Integrations Now click Xero Ensure that the Transfer Status is set to Not Transferred Enter the Start Date and the End Date of the period you wish to retrieve processed claims for Click View Claims Claims that have been approved for payment between these dates will now be listed Click Transfer to Xero […]

How to transfer claims into NetSuite

  Log into Webexpenses at division level with an accounts user profile Navigate to Accounts Integration in the main menu Click Integrations Transfer Ensure that NetSuite Connection is selected from the Integration drop-down menu Select Not Transferred from the Transfer Status drop-down menu Enter the Start Date and the End Date of the period you […]