Set up an auxiliary account
1️⃣ Ask your Spendesk customer success / billing manager or our support team (email@example.com) to activate the feature.
Go to Settings > Exports, select your current purchase journal template and add the auxiliary accounts column by clicking on the blue "+" between 2 columns of your choice.
2️⃣ Go to Settings > Accounting and to the sub-section of your choice (Supplier accounts, Employee accounts for example)
or Bookkeep > Prepare > click on a payment > Set account (unless there is already an account set up).
You can also add them from the Accounts payable page.
Once the setup is complete,
3️⃣ Prepare your payments
4️⃣ Export your payments
📓 Auxiliary accounts are available on supplier accounts, card purchases accounts, employee accounts.
Spot auxiliary accounts on the product
Where to find them
On the exports, in Settings > Accounting, in Settings > Exports, in Bookkeep > Prepare, in Settings > Accounts payable.
Screenshots of the feature 👀
Spot it on our export files 🔽