Action your documents - Integrate with your Accounting Platform : Squirrel Street

So you have submitted your documents and verified them. What’s next?

INTEGRATE YOUR ACCOUNTING PLATFORM

Only do this if you plan to use Squirrel Street in conjunction with an accounting software package

Link your Squirrel Street account with your accounting platform (see links to instructions below depending on your accounting Software)
Check you can see the correct chart of accounts and read up on the export process!

ACTION your Documents

Go to the receipts tab
Click on the “Export History” filter on the right hand side. Select "Has not been exported to accounting integration"
Then click on the “Vendors” filter on the right hand side, which will display your Vendor Names in alphabetical order.
Select each Vendor at a time and make sure to display maximum items per page (this can be found to the bottom right of your receipts list)
Then tick the first tick box to select all of them and click on the “assign button” on top and choose an expense category. (If you want your documents from that supplier to be automatically categorised in future don’t forget to click on the create rule button that will appear)