Various types of exports for differing purposes
In order to meet the needs of everyone, self-employed, entrepreneur, company, or accountant, we offer various types of export to better manage the life cycle of expense reports.
You will often find the concept of export in Jenji, whether via the web interface or the mobile application. It is therefore essential to clearly discern the different types of export, and to understand the vocation of each of these.
'Standard' exports, accessible to all
Whatever your Jenji plan (Solo, Team, Enterprise), you have access to so-called 'standard' exports.These are available in various formats (Excel, CSV, PDF, and ZIP). They are neither modifiable nor customisable (hence the word 'standard').
Thus, for the accounting processing of expenses, you will have to rework your data. Effectively, in the Solo plan, it is not possible to define accounting rules in Jenji.
However, at any time you can generate a report of your own expenses, or those of your employees.
You can see all the details in our article 'In what formats can you export your expenses in Jenji?'.
Specific exports for advanced plans
For an optimal processing of business expenses in a collaborative context, we provide additional types of exports.
The Team and Enterprise plans therefore have management exports:
- Reimbursements export: expenses are grouped together in expense reports in order to know the amount to be reimbursed to employees. The reimbursement is then declared, allowing the employees concerned to be informed of the change in the state of their expenses.
- Accounting export: automatic generation of accounting entries in relation to the configuration of the chart of accounts, third party accounts and VAT recovery rules. When the export is declared as recorded, the expense state changes.
- Billable export: all the data and supporting documents for the Billableexpenses are available in a PDF file. The export can be shared with the client who is to be re-invoiced. When payment has been received, the export can be marked as re-invoiced.