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

Inactive Expense Category Error (Mileage)

This error indicates that the mileage expense category is not active. There might be an older, inactive mileage category in the system that is being used to categorize the expense. If there is only an active Mileage category in Tallie, you will not have the option to check if the Mileage category is the correct one. To resolve the issue, you will need to either add a new mileage category or reactivate an older one. This will allow you to see which mileage category is being used on the expense causing the error.

Please follow these steps:

1. Add a new mileage category or reactivate an older one in the system (it doesn't matter which one you reactivate).
2. Click on the expense itself. You can now see which mileage category is being used for the expense.
3. Ensure that the correct (active) mileage category is selected.
4. Export the report.
5. Deactivate the new mileage category you created or the older mileage category you reactivated, and keep only the most current version of your Mileage category.

Note: For expense categories that are not type "mileage", you will need to activate the expense category to successfully export.