Qashio

CustomerSuccess Team

Lydia Foott

Qashio Admin Help Centre

This article shows you how to generate report and exports of your Transactions for analytics or accounting

Generating Custom Transaction Reports  (Exports)

The Custom Reports feature enables you to create reports with data fields and filters defined by you, specifically for your business needs.

Creating Custom Export Templates

Learn how to export card statements in Qashio.

How to Export Card Statements?

How To Export Card & Company Balances?

Learn how to generate transaction reports with Qashio

Generate transaction reports

Understanding Adjustment Transactions in Statements

Reports and Exports

This article shows you how to view all the transactions

Where Can I View All The Transactions?

What Are My Different Transaction Types?

Line items allows you to split a transaction into different amount and segments. Use line items to closely segregate a single transaction.

How to Use Line Items on Transactions?

Learn how company admins can edit the accounting string on a specific transactions

How to edit the accounting details on a specific transaction?

How Can I Request Users To Upload Receipts?

This article shows you how to track and manage receipts uploaded to Qashio.

What is the Receipts Inbox and how do I use it?

What are clearing/pending transactions?

How to Bulk Edit Transactions

Transactions

How can I Increase/decrease the funds on a card?

Learn how company admins can suspend or terminate a card for their users

How to Suspend/Terminate a Card?

Learn how company admins can replace a card for their users

How to replace a Card?

Digital Wallet Limits

How to Add Spend Limits on Cards?

USD Virtual Travel Cards

Cards

How Can I Create An Approval Group?

How Do I Manage My Post-Transactions Approvals?

Viewing and Approving  Fund/Card Requests

Approvals

Learn how company admins can create projects

How to create a Project?

Learn how company admins can create a location

How to create a Location?

Learn how company admins can create divisions

How to Create Divisions?

Segments

How to Change My Users' Assigned Role?

Users

How Do I Enable Two Factor Authentication For All Users?

Security

How To Switch Between My Companies?

Explaining all the changes in the new company settings UI

Company Settings Explained

General

This guide walks you through the steps to convert your Qashio Points into Shukran Points.

How to Transfer Qashio Points to Shukran Points ?

How to Manage Emirates Skywards Members for Qashio Points

Qashio Points

Section for articles related to Accounting concepts and Integrations

Accounting and Integrations

Export Qashio transactions and import them into Xero (CSV)

Xero Transactions Import / Bank Reconciliation

Qashio ↔ Xero: How transaction sync works

Connect Qashio to Xero

Xero

Qashio ↔ Zoho Books: How transaction sync works

Connect Qashio to Zoho Books

How the Pushed Data Appears in Zoho Books

Articles for Zoho Books Integrations with Qashio

Zoho Books

Qashio ↔ QuickBooks: How transaction sync works

Connect Qashio to QuickBooks

How the Pushed Data Appears in QuickBooks

Articles for Integrations of Qashio to Quickbooks

Quickbooks

Qashio ↔ Oracle NetSuite: How transaction sync works

Connect Qashio to Oracle Netsuite

Articles for Integrating Qashio to Oracle NetSuite

Oracle Netsuite

How the Pushed Data Appears in Dynamics 365 Business Central

Qashio ↔ Dynamics 365 Business Central: How transaction sync works

Dynamics 365 Business Central

How to Update Data on the Platform (Accounting & Integrations)

How to Push the Data to ERP

Common Integrations Articles

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.