Export

You can export an accounting period in two ways:

Export by e-mail

1. Open accounting periods.

2. Click Report

3. Select a period you want to export.

4. Select your tax advisor.

5. Click Export

Your tax advisor will receive an e-mail with a link to the archive with your accounting data for the selected period.

The archive contains CSV files for import into the accounting system, PDF files of incoming/outgoing invoices, credit memos, and a list of booked payments.

Manual export

You can download an archive with accounting documents related to the selected period.

1. Open accounting periods.

2. Select a period using the checkbox

3. Click Download in the action bar at the bottom of the screen.

or

1. Open accounting periods.

2. Click Export