Create export/transfer
You can export receipts and documents to your tax professional, accounting department or to other systems.
Create export
To create an export for a tax professional, your accounting department or for other systems:
Go to the “Export” sheet.
Click “Export.”
If the document list contains a column “Exported on”, the documents are marked as exported.
Your tax professional or accounting department will also be notified of the new export. If you have not added a tax professional, you will receive the notification yourself.
How do I change the recipient of the notification?
When you create a new export, the recipient of the export (e.g. your tax professional or accounting department) is automatically informed about the export. To change the recipient of the notification, log in to the license management and enter the desired email address next to your license key.
ℹ️ Learn more here.
How can I re-export documents that have already been exported?
This is how you can re-export documents that have already been exported:
Go to the desired sheet (e.g. incoming invoices).
Delete the date from the column “Exported on” for the documents you want to re-export.
Repeat the previous steps for all documents that you want to re-export.
Go to the “Export” sheet.
Click “Export.”
Create a local archive of all documents
How to create a local archive of all receipts as a ZIP file:
Make a copy of your Excel file. Use only the copy for the following steps.
Open the copy and delete the “Exported on” column on all document lists.
Go to the “Export” or “Transfer” sheet.
Right-click the “Export” button and then click “Export documents locally.” Your archive is being prepared.
Click on “Save document archive”. A ZIP file of your receipts will be automatically saved.
The created copy of the Excel file is no longer needed and can be deleted.