Only account admins can perform this task.
Choose the data you want in your spend export file for invoices. You decide what information to export and the order it appears in. You can also choose if the data shows up for all lines in the file. This lets you include standard data and custom information in your export.
Spend data
You can include standard data and custom information in the Spend export file. For standard data, you can include attributes from these data models:
Invoice data
Properties you can use for extending file with invoice data. Most of these attributes are already provided in the standard export columns.
| Attribute | Description |
|---|---|
| comment | Invoice comment |
| currency | Invoice currency |
| customInformation.<NameofCustomField> | Custom information configured specifically for the client, where <NameofCustomField> is replaced by the field name. |
| date | Invoice date |
| dueDate | Invoice due date |
| grossAmount | Invoice gross amount |
| id | Invoice ID |
| invoiceNumber | Invoice number |
| isCreditNote | Credit Note |
| netAmount | Invoice net amount |
| paymentBlocked | Payment blocked |
| paymentDate | Invoice payment date |
| bankAccount | Bank account |
| bankCountry | Bank country |
| bankKey | Bank key |
| bankNumber | Bank number |
| externalId | IBAN |
| iban | IBAN |
| swiftCode | BIC/SWIFT code |
| paymentTermId | Payment term ID |
| postingDate | Invoice posting date |
| iban | IBAN from QR code |
| referenceNumber | QR reference number |
| structuredMessage | QR structured message |
| type | QR type |
| structuredMessage | QR unstructured message |
| unstructuredMessage | QR unstructured message |
| serviceDate | Invoice service date |
| serviceEndDate | Service end date |
| serviceStartDate | Service start date |
| supplierId | Supplier ID |
Company data
Properties you can use to extend the export file with legal entity data.
| Attribute | Description |
|---|---|
| code | Company code (ERP) |
| customInformation.<NameofCustomField> | Custom information configured specifically for the client, where <NameofCustomField> is replaced by the field name. |
| id | Company ID |
| name | Company name |
Supplier data
Properties you can use to extend the export file with supplier data.
| Attribute | Description |
|---|---|
| customerNumber | Customer number |
| customInformation.<NameofCustomField> | Custom information configured specifically for the client, where <NameofCustomField> is replaced by the field name. |
| externalId | External ID |
| internalSupplierId | Internal supplier ID |
| isInternalSupplier | Internal supplier |
| name | Supplier name |
| secondaryName | Secondary name |
| shortName | Short name |
| supplierId | Supplier ID |
| taxNumber | Tax number |
Category data
Properties you can use to extend the export file with category data.
| Attribute | Description |
|---|---|
| account | Category account (ERP) |
| customInformation.<NameofCustomField> | Custom information configured specifically for the client, where <NameofCustomField> is replaced by the field name. |
| disableTaxes | No input tax |
| id | Category ID |
| ignoreCostObjectInExport | Exclude cost objects |
| isCostObjectOptional | Cost object not mandatory |
| isTaxOnly | Indicates whether it is a tax-only category |
| isTaxRateMandatory | Tax field mandatory |
| legalEntityId | Legal entity ID |
| name | Category name |
| isTaxOnly | Tax-only line items are based on the settings in the categories. Examples are import fees or custom duties. |
Cost object data
Properties you can use to extend the export file with cost object data.
| Attribute | Description |
|---|---|
| code | Cost object code (ERP) |
| customInformation.<NameofCustomField> | Custom information configured specifically for the client, where <NameofCustomField> is replaced by the field name. |
| id | Cost object ID |
| level | Cost object level |
| name | Cost object name |
| parentCode | Parent cost object code |
| parentId | Cost object cost object ID |
Tax rate
Properties you can use to extend the export file with tax data.
| Attribute | Description |
|---|---|
| taxCode | Tax code |
| account | Tax rate account (ERP) |
| country | Tax rate country |
| customInformation | Custom information configured specifically for the client, where <NameofCustomField> is replaced by the field name. |
| id | Tax rate ID |
| name | Tax rate name |
| rate | Tax rate |
| validityEndDate | Validity until |
| validityStartDate | Validity from |
Tag data model
Properties you can use to extend the export file with tag data.
| Attribute | Description |
|---|---|
| <dimensionCode>.code | Code of the cost allocation custom field, where <dimensionCode> is the custom field ERP code. |
| <dimensionCode>.customInformation.<NameofCustomField> | Custom information (technical custom field) configured specifically for the client, where <NameofCustomField> is the field name. |
| <dimensionCode>.dimension | Custom field ID, where <dimensionCode> is the custom field ERP code. |
| <dimensionCode>.id | ID of the value, where <dimensionCode> is the custom field ERP code. |
| <dimensionCode>.name | Name of the value, where <dimensionCode> is the custom field ERP code. |
Line item data model
Properties you can use to extend the export file with line item data.
| Attribute | Description |
|---|---|
| categoryId | Category ID |
| costObjectId | Cost object ID |
| customInformation | Custom information configured specifically for the client, where <NameofCustomField> is replaced by the field name. |
| description | Description |
| gross | Gross amount |
| grossOriginalInvoiceCurrency | Gross amount (Original currency) |
| isTaxOnly | Tax only |
| net | Net amount |
| netOriginalInvoiceCurrency | Net amount (Original currency) |
| quantity | Quantity |
| serviceEndDate | Service end date |
| serviceStartDate | Service start date |
| tax | Tax amount |
| pricePerItem | Calculates price per item for each line item excluding VAT (if quantity is not populated on line item, column is empty) and adds new column “pricePerItem” in the export file |