For each analytical dimension that you want to use in Spendesk, click Select value and pick an analytical field. This Spendesk analytical field will be mapped to Exact Online analytical dimension. If you need to create new analytical fields, you can do so under Settings > Organisation > Analytical fields.

For cost centres, you can map Exact Online cost centres to Spendesk cost centres but please note that we do not automatically create cost centres in Spendesk. You will need to create cost centres manually in Spendesk. Please make sure they are named exactly the same way they are named in Exact Online - this way Spendesk can automatically match them at the next settings refresh.
​

On the Bank accounts tab select all accounts.

On the Expense accounts tab you can deactivate certain expense accounts that will not be used in Spendesk.

On the VAT codes tab verify that all of your VAT codes and Reverse charge codes have been correctly pulled from Exact Online.

On the Supplier account tab you can choose to export card purchases and/or invoices to a generic account payable (i.e 'Spendesk expenses').

On the Employee accounts tab you can choose to export employee expense claims to a generic account payable (i.e. 'Spendesk expenses'). You can also configure specific accounts payable for specific employees.