External expense types

External expense types are used for the Smartscan (optical character recognition) as well as to import bank or travel agencies statements so the data can be added in expense reports. These external expense types make it possible to associate the external code of an expense with one of the expense types set up in Akuiteo.

Important

These types of imports are not standard because each format transmitted by the issuing entities can be different.

The setup of external expense types can be accessed from General setup > Expense reports > External expenditure type. A search results screen displays the list of all the external expense types set up for the company of the connected user.

Click on in the action bar to create a new type or double-click on a type to open its record sheet.

To set up a new external expense type, fill in the following fields:

Field Description
Code Specify the unique code of the external expense type. This code comes from the external statement.
Label Give a name to the external expense type.
By default If the import relates to expense reports, the external expense type by default will be used if no expense type could be identified.
Expense type Select the expense type from the help list to link it with the external expense type.
Source Select the source from the help list. This is the source of the external expense type, for example the OCR or a bank statement.