Finance Interface

Finance Interface

Select Export to Finance from the side menu within InvoiceFlow.

Enter the batch name, select the Claim type, if you have more than 1, otherwise it will default.

Select the transactions you would like to include in this batch. Transactions for buttons highlighted in blue will be included.

Click Create to start the batch

Batch creation

Use the plus button within each section to select the transactions to be added into the batch.

When all transactions have been added

Batch entry

Use the Submit button to move onto the screen showing the interface options. Click on the required interface and use the download button in the preview section to download the finance file for uploading into your finance system.

When the upload has been successful use the Mark as Paid button to close the invoices and mark them as completed.

Interface Selection

Get support

Still stuck? Our support team are here to help, available every weekday from 8.30am to 6pm. Call +44 (0) 1270 611800

Security policies & Terms of Use

Terms of Use Privacy Policy Commitment to the General Data Protection Regulation (GDPR) Business Continuity Data Protection Software Compatibility Information

Read more

Vehicle Category

Vehicle categories denote the fuel type and engine size of the vehicle and are used to find the correct mileage

Read more

Leave a Reply

Your email address will not be published. Required fields are marked *