Exporting documents

We explain the different expense export formats and how to download your invoices, delivery notes and tickets.

Updated over a week ago
  1. Go to the "📄 Documents" tab.

  2. Customise the export, applying filters on the documents.

  3. Select the documents:

    1. Click on "Select all" once the filters have been applied, to select all the results.

    2. Click on the "☐" (bottom left corner of the documents) to select them individually.

  4. Click on "Export".

  5. Select the information to download. Consult the differences.

  6. Click on "Download".

Apply filters on the documents

  1. Click on "Filter".

  2. Define which documents to export according to the different parameters:

    🗓️ Date → Define the start and end date of the range.

    🚚 Supplier → By default all suppliers will be exported. If you want specific results, select the suppliers to export.

    🌈 Categories → By default all categories will be exported. If you want specific results, select the categories to export.

    🏷️ More Filters → Define the document type, payment status and reconciliation.

  3. Click on "Apply".

Report formats

  • Summary → This is similar to a VAT Register. This is the most commonly used format for Tax Advisors and/or Accountants.

  • PDFs → A zipped folder is exported with all documents in PDF.

  • Products → Corresponds to the detail of all products purchased in the selected documents.

  • VAT column → Unlike the file exported with "Summary", the VAT information is included in the same line per document. The file will have a column for each VAT rate (0%, 4%, 10% ...) the document has.

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