Financial Ledger Report

Financial Ledger Report

Financial Ledger Report

Applies to: Travel Managers & Company Admins  ·  Updated: September 2026

  1. What is the Financial Ledger report?
  2. When does this help you?
  3. How to run the report
  4. Column reference
  5. Understanding payment status
  6. What the report excludes
  7. FAQ

What is the Financial Ledger report?

The Financial Ledger is a dated record of every transaction charged to your company’s central payment method on Routespring. Each row is one charge or credit — a booking, a refund, a fee or an adjustment — with the date it was created, the date it posted, and the amount.

Alongside the financial detail, each row now carries the travel context behind the charge: the destination, the traveller, their department, your company’s custom fields and the entity the charge belongs to. That lets you allocate spend to a cost centre or project directly from the ledger, without cross-referencing a separate booking report.

Use it for reconciliation
The ledger matches your card or invoice statement line for line. Reconcile against Posted Date and Amount, and use the Routespring ID to trace any line back to its booking.

When does this help you?

Month-end reconciliation

Match every charge on your card statement to a Routespring transaction, and see which charges are still pending.

Cost allocation

Split travel spend by department, entity or custom field — project code, client, cost centre — straight from the exported ledger.

Investigating a charge

Identify who travelled and where, so an unfamiliar merchant charge can be explained without opening the booking.

Audit review

Hand auditors a dated, complete record of company-paid travel with the approval context already attached.


How to run the report

Flow overview

Open Reports Financial Ledger Set date range Export

1
Open Reports

From the main navigation, select Reports, then Financial Ledger.

2
Set the date range

Choose the period you want to reconcile. The range applies to Transaction Date, so a charge created in one month and posted in the next appears in the month it was created.

3
Filter and sort

Narrow the ledger by merchant, payment status or payment method. Sort by Posted Date to line the ledger up against a card statement.

4
Export

Select Export to download the filtered ledger for your accounting system. The export carries every column, including any hidden in the on-screen view.


Column reference

Columns appear in this order, left to right.

ColumnWhat it shows
Transaction DateThe date the transaction was created in Routespring.
Posted DateThe date the charge posted to the payment method. Blank while the transaction is pending.
Payment StatusPending or Posted. See Understanding payment status.
Routespring IDThe unique identifier for the transaction. Quote it when contacting support.
Payment MethodThe company payment method the charge was made against.
AmountThe transaction total, in the currency of the payment method.
Description“New booking” for a booking; otherwise the line items that make up the transaction.
MerchantThe supplier that was paid — airline, hotel or other travel provider.
DestinationThe city the travel was booked to.
TravelerThe traveller the transaction relates to.
DepartmentThe traveller’s department, as set on their Routespring profile.
Custom FieldsThe values captured by your company’s custom fields at booking — project code, cost centre, client, or whatever your company has configured. One column per configured field.
EntityThe company or child entity the transaction belongs to. Relevant when your account spans multiple legal entities.
Base CurrencyThe currency the transaction settles in. Hidden by default; switch it on from the column selector.
Custom field columns are yours
The custom field columns you see are the ones configured for your company, under the names you gave them. A company with no custom fields configured sees none.

Understanding payment status

StatusWhat it means
✓ PostedThe charge has settled against the payment method and carries a Posted Date. This is the row to reconcile against your statement.
PendingThe transaction has been created but has not yet settled, so Posted Date is blank. The amount can still change before it posts.

What the report excludes

The ledger covers the central payment method only. Two categories sit outside it:

  • Personal card bookings. Travel a traveller paid for themselves, including anything later expensed.
  • Car rentals. These settle directly with the rental company rather than through the central payment method.
The ledger is not a total travel spend report
Because of the exclusions above, ledger totals will be lower than your company’s full travel spend. Use the booking reports for a complete picture.

FAQ

Why is the Posted Date blank on some rows?
Those transactions are still pending — they have been created but have not settled against the payment method. The Posted Date fills in once the charge posts.
Can I see the currency a transaction settled in?
Yes. Base Currency is hidden by default — switch it on from the column selector, and it will also appear in the export.
Which custom fields appear in the report?
The ones configured for your company, each as its own column under the name you gave it.
Why is a car rental charge missing?
Car rentals settle directly with the rental company rather than through the central payment method, so they never reach the ledger.
What does the Entity column show?
The company or child entity the transaction belongs to. If your account has a single entity, every row shows the same value.
How do I trace a ledger row back to its booking?
Use the Routespring ID. Quote it to support, or search for it in Manage Bookings.
Does the export include the columns I have hidden?
Yes. The export carries every column regardless of what is shown on screen.
Still need help? Contact trip@routespring.com