How we integrate the expenses software into your business systems

Our online expenses system integrates with all the leading finance and business software.

It is designed to be flexible with a fully configurable CSV and XML interface that quickly uploads the data to all commercial systems, including: 

Accounting software

Payroll packages

Human resource systems.

How we interface and how it works

You can extract the expense details including expense account codes from MyExpensesOnline for your finance/HR system, this data may be extracted into a CSV format or we can automatically create the details of the expenses directly in the finance/HR system.

You can extract user details and account code details from your finance/HR system and import the details into MyExpensesOnline using our inbound interface to keep your details up to date.

The expense team create the payment batch with all the expenses that are due in to be paid in MyExpensesOnline, one the batch is submitted either a CSV file is created that can be saved and imported or the payment batch is ready to be picked up by the automatic process.

The automatic process involves an interface program being installed on to the client side; the interface program is configured to communicate with MyExpensesOnline to get the expense data and to communicate to the client’s finance/HR system to create the expense journal details.

What’s different between the manual and automatic process? 

The manual process to interface is:

1. Create a payment batch in MEO

2. Add the expenses that are due to be paid

3. Submit the payment batch

4. An interface file will then become available

5. Once the expenses have been uploaded into the Finance system the payment batch can be marked as paid and the expense claims are moved to the complete level

Clients can use an existing interface that is available in MyExpensesOnline or during implementation an interface file can be developed.

The automatic process for the interface is;

1. Create a payment batch in MEO

2. Add the expenses that are due to be paid

3. Submit the payment batch

4. The interface program will be scheduled to run automatically to collect the expenses that are due for payment.

5. The interface program will create the expense entries in the finance system, this is usually in an un-posted journal

6. Once the expenses have been created successfully in the finance system the payment batch is marked as paid and the claims are moved to the complete level

Again clients can use an existing automatic interface or during the implementation then an automatic interface can be developed.

We hope this has helped to explain how we integrate simply into your business systems, but if you have anymore questions, please feel free to contact the team on 01270 611800 and they will be happy to explain. 


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