How does the expenses integration work?
Revolut Business integrates with Holded to sync your data between the platforms. This helps streamline your bookkeeping as your Business expenses will be automatically sent to Holded, so your records match on both platforms.
Import data from Holded
Once you've set up the Holded integration, your accounting settings from Holded will sync with your Revolut Business accounting settings, and be applied to your expenses within Revolut Business. The Holded integration imports the following data:
- 'Chart of accounts' into 'Accounting categories'
- 'Taxes' into 'Tax rates'
Labels are not imported from Holded. You can manually define labels from accounting settings. Review and update imported data anytime in your Revolut accounting settings. You can also hide categories from team members with the 'Visible for submitters' toggle.
Export data to Holded
Once you've set up the expenses integration, new expenses will automatically be marked ‘configured for Holded’ and then sent to Holded once they're done.
All expenses (card expenses, transfers, reimbursements requests) are exported as purchase journal entries.
Help with exports to Holded
- Revolut Business automatically sends expense and reimbursement receipts as attachments to Holded. Only the first receipt of the expense is exported
- Card and transfer expenses stay marked as 'Ready to export' until the transaction is complete
- Split expenses are exported as line items, with the correct accounts and tax rates. For more details, read this FAQ