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Export to CSV or Excel

Download approved receipts for your books. Each one is then marked exported.

Who can do this
Admins and accountants

Download an export

Admins and accountants export approved receipts as a spreadsheet for their books.

  1. On Receipts, filter the list to what you want to send, such as last month. The export takes the receipts that match the filters, on every page.

  2. Press Export at the top of the page.

  3. Under Columns, pick a layout. Your browser remembers the one you picked last.

  4. Under Approved, not yet exported, choose CSV file or Excel file.

    SimpleAccountant / VATSet up layoutsCSV fileApproved, not yet exported (12)Excel fileApproved, not yet exported (12)CSV file, with exportedEvery approved receipt, again (40)Excel file, with exportedEvery approved receipt, again (40)
    The number beside each group is how many receipts it takes.

The file downloads as receipts.csv or receipts.xlsx, and a notice says how many receipts went out.

You can also export from the bar that appears when you select receipts (see Work on many receipts at once), and from the end of the review queue.

Which receipts go out

Only approved receipts go out. Ready, Needs review and rejected receipts stay behind, whatever the filters.

  • Approved, not yet exported takes the receipts approved since the last export. Use it for your regular export, so nothing goes to the books twice.
  • Every approved receipt, again also takes the ones exported before. Use it to replace a file you lost, or to send the whole year to someone.

One export holds up to 5000 receipts, and an export of selected receipts up to 100.

Exported receipts

Every receipt in the file is marked Exported, and its history records the export. It no longer appears under Approved, not yet exported.

Exported receipts are locked. Only an admin can reopen one, and reopening it doesn’t change the file you already downloaded. See Approve, reject and reopen.

If the export stops

“Nothing approved to export here. Approve receipts first.”
None of the receipts in view are approved yet. Approve them, then export.
“That is … receipts. Narrow the filters to 5000 or fewer and export again.”
Too many receipts for one file. Export one month or one category at a time.
“Choose up to 100 receipts to export.”
The selection is too large. Clear it and export with filters instead.
“That layout has no columns left: its fields were removed.”
The layout only had custom fields that were removed since. Edit it, or pick another layout.

Still stuck?

Write to hello@slipinbox.com and say what you were trying to do.

Export to CSV or Excel · SlipInbox