The reconciliations export lets you extract selected timesheet data for review, reconciliation, or sharing with finance and payroll teams. You might use this export to validate payment data, investigate discrepancies, or prepare reports for a specific date range, staff member, or client.
To export reconciliations data, follow these steps:
Click Reconciliations.
Enter the required date range at the top of the page.
Use the Staff or Client search bars to filter timesheets if needed.
Select the required timesheet checkboxes.
Click Export.
Enter your email address in the pop-up window if it’s not already filled in.
Click Export.
The system emails the export file to you once it’s ready.