What is Scheduled Exports?

Scheduled Exports is a feature designed to streamline your ERP integration by automating the data export process. Instead of manually transferring expense data, Scheduled Exports automates the workflow, saving you time and minimizing the risk of errors. This feature offers a straightforward setup, making it easy to manage export configurations directly in the app.

Benefits of Scheduled Exports

• Automated Export Process: Automatically send data from our platform to your ERP system, ensuring a seamless and continuous information flow.
• Error Reduction: By automating data exports, Scheduled Exports reduces the chances of human error, providing more reliable data.
• Easy Customization: Set up and manage your exports in a few simple steps, without needing to leave the app.

How to Set Up Scheduled Exports

Follow these steps to configure a Scheduled Export:

1. Setup & Template Selection

Begin by naming your scheduled export and selecting a Template. Templates allow you to choose specific columns and values to include in your export, ensuring you get exactly the data you need.

Click here for more info on Templates

2. Set Frequency and Start Date

Choose how often you’d like the export to run (daily, weekly, monthly) and select a start date. The start date will determine when the first report runs and from which date expenses will be included.

3. Apply Filters

Refine your export by setting filters based on criteria such as branch, expense type, payment method, and reimbursement status. Note that all expenses included will have the status "Reported."

Understanding the Delta-Based Export Process

Scheduled Exports uses a “delta” approach, meaning each report includes only new or changed expenses in the "Reported" status since the last report. This keeps your reports up-to-date without duplicating previously exported data.

FAQ

Who should use Scheduled Exports?

Scheduled Exports is ideal for users who want to automate data transfers to their ERP system, streamline workflows, and improve data accuracy.

What specific problem does Scheduled Exports solve?

This feature eliminates repetitive, manual data transfers and reduces the risk of human error, ensuring a smooth and continuous flow of data.

How does the delta-based reporting work?

Delta-based reporting means that each export includes only new or modified data since the last report, avoiding duplicate records and ensuring accuracy.

Getting Help

If you have questions or need assistance with setting up Scheduled Exports, our support team is here to help. Contact us at benoit.baervoets@rydoo.com