Transferring expense document(s) to accounting system

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When an expense report is approved in Ibistic, it may be transferred to the accounting system.

1)  In the "Main menu “under "Travel and expenses", select "For processing"


2)  Click "Filtering"
3)  Select the filter "Ready for transfer"
4)  Click ”Filter”
5)  Check the expense reports to be transferred
6)  Click "Transfer to accounting sysem"



When you have clicked "Transfer to accounting system, Ibistic validates with the accounting system to verify that the coding is valid according to coding rules. In the next screen, you may confirm the transfer, or correct any coding errors.

7)  Check the expense reports to transfer
8) Click "Transfer to accounting system" 


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