> ## Documentation Index > Fetch the complete documentation index at: https://support.pexcard.com/llms.txt > Use this file to discover all available pages before exploring further. # Universal Exporter > With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis. ## 1. Upload Your Chart of Accounts Begin by uploading your Chart of Accounts into the Tag Manager in PEX. More details [here](/administrator-guide/create-tags-for-exporter-app). Once your Chart of Accounts is in PEX, let's access the app: * Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/?utm_source=support) * Navigate to [Apps > Available](https://dashboard.pexcard.com/apps/available?utm_source=support) * Locate **Universal Exporter**. * Click **More info** > **Install** > **Launch**. **Note:** To install the exporter, you need to enable the following permissions: *Edit business settings & apps*, *Manage cardholder*, *View card transactions*. You can enable them in [My Profile → Permissions](https://dashboard.pexcard.com/account/permissions?utm_source=support). ### Configure format, timezone and dates After the app launches: Select your report format: CSV or XLSX. Select your preferred timezone. Select the earliest transaction date you want to export to your accounting platform using the date picker (up to 1 year ago). * You can leave it empty to default 1 year ago. Enter an end date or leave it blank.

## 2. Configure Purchases You can export purchases to your accounting platform. * Enable "Export purchases?" to successfully export PEX purchases, which will update the toggle from grey to green. * Choose to sync all PEX purchases (regardless of approval status) or just approved (recommended). Now map purchase data to your accounting platform fields. * There is a set of standard fields: Account, Amount, Date, Notes, Merchant. * The PEX source and PEX value are prepopulated for you but you can update them if needed. * We recommend mapping the Account field to the PEX source Tag. This enables the expense account to be dynamic for each purchase. In the PEX value column, select a tag that you previously created by following the instructions in the [Create Tags for Exporter app](/administrator-guide/create-tags-for-exporter-app) article. * Rename fields to make them have the same names as in your accounting platform. * As soon as you rename a field in one section, it is auto renamed in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?). * Add a new field(s). * As soon as you add a new field (e.g., Class), it (Class) appears in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).

### Add a new field To add a field that you have in your accounting platform: * Click **Add a new field**.

* Add a field name. * Add a **PEX source**. * It can be Text, Tag, or Transaction. * Add a **PEX value** for a new field. * The **PEX value** will change based on the **PEX source** selected. Also, you can: * Remove any field that you don't need. * As soon as you remove a field in one section, it is auto removed in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?). * Reorder fields. * As soon as you reorder fields in one section, they are reordered in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?). ## 3. Configure Transfers/Bill Payments You can export transfers (if your business is prepaid) or bill payments (if your business is credit) to your accounting platform. * Enable "Export transfers?/Export bill payments?" to successfully export PEX transfers/bill payments, which will update the toggle from grey to green. Now map transfer/bill payment data to your accounting platform fields. * There is a set of standard fields: Account, Amount, Date, Notes, Merchant. * The PEX source and PEX value are prepopulated for you but you can update them if needed. * Rename fields to make them have the same names as in your accounting platform. * As soon as you rename a field in one section, it is auto renamed in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?). * Add a new field(s). * As soon as you add a new field (e.g., Class), it (Class) appears in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).

### Add a new field To add a field that you have in your accounting platform: * Click **Add a new field.**

* Add a field name. * Add a **PEX source**. * It can be Text, Tag, or Transaction. * Add a **PEX value** for a new field. * The **PEX value** will change based on the **PEX source** selected. Also, you can: * Remove any field that you don't need. * As soon as you remove a field in one section, it is auto removed in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?). * Reorder fields. * As soon as you reorder fields in one section, they are reordered in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?). ## 4. Configure Fees You can export fees to your accounting platform. * Enable "Export fees?" to successfully export PEX fees, which will update the toggle from grey to green. Now map fee data to your accounting platform fields. * There is a set of standard fields: Account, Amount, Date, Notes, Merchant. * The PEX source and PEX value are prepopulated for you but you can update them if needed. * Rename fields to make them have the same names as in your accounting platform. * As soon as you rename a field in one section, it is auto renamed in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?). * Add a new field(s). * As soon as you add a new field (e.g., Class), it (Class) appears in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).

### Add a new field To add a field that you have in your accounting platform: * Click **Add a new field**.

* *One time scheduled export:* To schedule a one time export, select a date and time and click **Save**.

* *Recurring export:* To run this export on a recurring basis: * Select a date and time. * Enable the Repeat toggle. * Select the frequency. * Select end date for the schedule. * Click **Save**.

### View History The History tab shows you a list of prior exports including the date range selected, status, # transactions found, # transactions eligible, and # transactions exported.

If you configured the app to export only approved transactions, # transactions eligible can differ from # transactions found. For example, you have 60 transactions found, but only 45 of them are approved and therefore only 45 are eligible for export.

### Download Export File You will see a **Download** button in the Action column on the History tab once the export file can be downloaded. Click **Download** to download the file. * If you selected a small date range with a low number of transactions, the export file should be ready for download in less than a minute. If the date range contains a large number of transactions, it may take a few minutes. Simply **refresh** the screen to get the latest update.

## 6. Import to your accounting platform Log in to your accounting platform account and follow the steps to import the downloaded export file into your system. ### Export Receipts The Universal Exporter cannot export receipts to your accounting platform. But you can export receipts from PEX using the following apps: * [Google Drive](https://dashboard.pexcard.com/apps/available?utm_source=support). More details [here](/administrator-guide/connector-for-google-drive). * [Microsoft OneDrive](https://dashboard.pexcard.com/apps/available?utm_source=support). More details [here](/administrator-guide/pex-connector-for-onedrive). * [Envelope PDF](https://dashboard.pexcard.com/apps/available?utm_source=support). More details [here](/administrator-guide/expense-envelopes-for-admin). ## FAQ At this time, split tags are not supported. Every exported purchase has a "Synced to PEX Universal Exporter" note. If you remove this note, the purchase will be re-exported. For any questions, please email [appsupport+universalexporter@pexcard.com](mailto:appsupport+universalexporter@pexcard.com).