Bulk export

Where to find it

Incoming invoices → Bulk export; Outgoing invoices → Bulk export

✅ Common tasks

Start an export

1. Open the bulk export dialog.

2. Choose incoming or outgoing invoices.

3. Select monthly, since last export, or filters.

4. Choose an export format.

5. Enable line items for CSV or XLSX exports if needed.

Only owners and admins can use outgoing bulk export; incoming bulk export is also for admins and owners.

Export selected months

1. Choose monthly export mode.

2. Select one or more months in YYYY-MM format.

3. Keep the selection at 50 months or fewer.

4. Choose your export format.

5. Start the export job.

The download filename uses the months you selected.

Export unfinished items

1. Open the export dialog.

2. Check the not-yet-exported count.

3. Choose since-last-export mode.

4. Select a format and optional line items.

5. Start the export job.

The dialog also shows the date of the last export, or nothing if there has been none.

🔗 See also

• Incoming invoices

• Outgoing invoices

• Activity and document history

• Invoice branding, numbering and PDF templates

• Accounting booking warnings and errors