Resolving Export Errors Follow
If there are issues with the export, Export Errors will appear in red on the Export page. Below are a few common export errors and how to resolve them.
Vendor Mapping Error
This error suggests that no vendor is mapped for the expense report submitter to create a reimbursable bill in your accounting system. To resolve, go to:
- Settings
- Manage Lists
- People
- Click on the expense report submitter
- Mapping tab
- Select the proper Vendor Name in Accounting System or BILL Vendor
- Save
- Go back to the Export page to export the report now
Please Note: Can’t find the vendor in the drop-down menu? Make sure the vendor has been created in your accounting system, then go to Settings > Integration & Sync > click Sync Now to kick off a manual sync.
Expense Category Mapping Error
This error suggests that no account or item is mapped for the expense category. To resolve, go to:
- Settings
- Manage Lists
- Expense Categories
- Click on the expense category in the error
- In the Accounting section at the bottom, select the proper Expense Account or Item
- Save
- Go back to the Export page to export the report now
Please Note: Can’t find the account or item in the drop-down menu? Make sure the account or item has been created in your accounting system, then go to Settings > Integration & Sync > click Sync Now to kick off a manual sync.
Corporate Credit Card Mapping Error
This error suggests that the corporate card does not have a liability account mapped. To resolve, go to:
- Settings
- Manage Lists
- Company Cards
- Map the corporate card to the proper Liability Account (QuickBooks, QBO, BILL, and Xero) / Cash Management Account (Intacct) / Credit Card Vendor (BILL)
- Save
- Go back to the Export page to export the report now