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Access App

To access the app:
1
Log in to http://dashboard.pexcard.com/
2
Navigate to Apps > Available
3
Locate Exporter for Daxko Accounting.
4
Click More info > Install > Launch.
Note:To install the exporter, you need to enable the following permissions: Edit business settings & apps, Manage cardholder, View card transactions. You can enable them in My Profile -> Permissions.

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Configure App

Once the app has launched, you will be directed to set-up the app.
1
Select the earliest transaction date using the date picker (up to 1 year ago)
2
Enter an end date or leave it blank
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3
You will be presented the option to sync Purchases, Transfers, and/or Fees
4
Select the toggle to activate Purchases, which will update the toggle from grey to green
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Select if you would like to Export All transactions or only Approved transactions from the dropdown.
Note:It’s recommend to select Approved transactions.
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6
Begin mapping PURCHASES for each of the fields. All required fields denoted with * will be enabled by default. The Target field maps to Daxko Accounting. The Source options include Text, Tag, and Transaction. The Source value will change based on the Source option selected. All options included as a default can be updated based on your preferences.
Note:PEX Account No. is your PEX account and Bank Account is the account that your business uses to fund your PEX account.
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If you would like to map TRANSFERS, follow the step for each of the fields. All required fields denoted with * will be enabled by default. The Target field maps to Daxko Accounting. The Source options include Text, Tag, and Transaction. The Source value will change based on the Source option selected. All options included as a default can be updated based on your preferences.
Note:PEX Account No. is your PEX account and Bank Account is the account that your business uses to fund your PEX account.
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If you would like to map FEES, follow the step for each of the fields. All required fields denoted with * will be enabled by default. The Target field maps to Daxko Accounting. The Source options include Text, Tag, and Transaction. The Source value will change based on the Source option selected. All options included as a default can be updated based on your preferences.
Note:Account No. is the bank account where you pay FEES for the PEX platform.
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9
Once all required fields are populated, press ‘Submit’.
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Schedule

One time sync: To run a one time report, select a date and time to run the report and press ‘Save’.
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Recurring sync: To run this report on a recurring basis, select the frequency and end date for the scheduled report.
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History

The History tab shows you a list of prior exports including the date range selected, status, # transactions found, # transactions eligible, and # transactions exported. The Action tab will have a download button once the transactions can be downloaded (see below). If you selected a small date range with a low number of transactions, the download should be ready in less than a minute. If the date range contains a large number of transactions, it may take a few minutes to populate. Simply refresh the screen to get the latest update.
Note:If you selected Approved transactions only on the Configure screen, only approved transactions will be visible.
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FAQ

The Exporter for Daxko Accounting supports .XLS and .XLSS
At this time, split tags are not supported.
It is recommended to upload in increments of 2,000 transactions or less. To adjust, select a smaller date range.
Every exported purchase has a “Synced to PEX Connector for Daxko” note. If you remove this note, the purchase will be re-exported.
For any questions, please email product@pexcard.com
Last modified on April 23, 2026