Comarch Optima (Excel)

Enable connection with Comarch Optima for effective and easy expense document reporting. Digitise your expense documents, export them from CostPocket and upload them to your accounting software.

Before you begin

Set up an account with CostPocket and register your company following these tutorials:

Registration
Join a company

Go to CostPocket > Settings > Accounting software integration > choose Comarch Optima > enter the email address to which you would like to receive Excel reports > click Activate.

Learn more about digitising documents and reports in our tutorials here:

Single expense submission
Submitting mileage, travel, and expense reports
Submit documents by email

Expense documents can be exported using reports. Add your documents to a report > submit the report. 

After submitting the report, you will receive an email from CostPocket containing the excel file you need to import into Comarch Optima.