Follow the steps below to export transactions to an accounting platform NOT integrated into Mesh:
1. Navigate to the Transactions page.
2. Use the filters at the top of the page to search for the relevant transactions.
3. Click the Export icon on the mentioned page's upper right corner.
4. Click on the relevant format to save the file to your Downloads folder.
5. Upload the file to your accounting platform per your vendor's instructions.
Note:
- Mesh provides file-based integration for accounting platforms without native support. For more information, please contact our team at support@meshpayments.com.
- The 'Export Expenses' report contains data about transactions that users split and includes the following columns: Expense ID, Expense Date, Creation Date, Last Update Date, Submitted Date, Paid Date, Employee Amount, Employee Currency, Local Amount, Local, Symbol, Status, Merchant, Payment ID, Decline Reason, Receipt File Name, Receipt, Travel Category Type, Reimbursable, Out Of Policy, Memo, Contact Name, AND Contact Email.
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