Download Export File for Manual Submission

Not all organizations have immediate API access to their accounting systems, and some may prefer manual file import workflows during the transition period. The csv-json-file-generator produces a well-structured export file matching the organization's chart of accounts mapping. The coordinator selects the period, chooses file format (CSV or JSON), and downloads the file directly to their device. This fallback ensures the export feature has immediate value even before API credentials are configured.

MEDIUM story-accounting-system-export-and-integration-organization-admin-006 5 pts

Story Points

Medium

Priority

Accounting System Export and Integration

Feature

User Story

As a Organization Administrator

I want to download a CSV or JSON export file of approved claims when direct API integration is not available or temporarily unavailable

So that I can manually upload reimbursement data to our accounting system and maintain continuity during integration outages or onboarding periods

Acceptance Criteria

Given a coordinator selects a date range and chooses Download as CSV, when they confirm, then a correctly formatted CSV file is generated and downloaded containing all approved claims for that period
Given a coordinator chooses Download as JSON, when they confirm, then a structured JSON file with the same data is downloaded with field names matching the organization's configured field mappings
Given the CSV is opened in a spreadsheet application, when the coordinator reviews it, then column headers correspond to the target accounting system's expected import field names
Given the API integration is configured, when the coordinator is on the export screen, then both Export to System and Download File options are visible so they can choose the appropriate method
Given a downloaded file has been generated, when the coordinator views export history, then the download is logged as a manual export run with file format noted

Business Value

Organizations transitioning from manual Excel workflows to the app cannot immediately switch to full API integration — they need an intermediate step. Downloadable export files provide immediate business value from day one, reduce the pressure to complete API integration before launch, and serve as a safety net during integration outages so reimbursement cycles are never blocked.

Components

CSV / JSON File Generator infrastructure
Accounting Export Screen ui
Export Date Range Picker ui
Export Confirmation Dialog ui
Export Run Repository data
Approved Claims Query Service data
Chart of Accounts Mapper data

Accounting System Export and Integration

Related Feature

Organization Administrator

User Role