Overview: 

  • Learn how the Smart Excel and PDF Export feature works and which data are included in the exported file.


With just a click, you can export invoice data into Excel and PDF, tailored to your filter preferences, simplifying data analysis and reporting. This feature is designed to swiftly extract key data, facilitating analysis and enabling quicker, informed decision-making. 


To download your invoices, simply click the Export As button at the bottom of the screen, next to the 'items per page' option, you'll get options to download as PDF or Excel.



Remember: Smart Excel feature is seamlessly connected with your filter preferences, as you filter invoices based on specific criteria such as status (e.g., Received), only the invoices matching that status will be downloaded to Excel or PDF.



Exporting Invoices as PDF


The Export as PDF feature allows you to create non-editable, fixed-format versions of your invoices. This ensures data integrity and is especially useful for:

  • Audit Compliance: Generate tamper-proof records for audits and compliance requirements.
  • Secure Archiving: Store invoices in a consistent format that cannot be altered.
  • Professional Sharing: Provide clean, standardised documents for external stakeholders.


Downloaded as PDF example:




Downloaded data:


Along with the basic invoice details like date, sender, due date, and amount, we've added an additional column specifically dedicated to extracting coding elements from the invoice, such as Jobs. 


Downloaded to Excel example:



For more granular or detailed analysis beyond our new smart Excel export feature, we offer integration with Microsoft OData.


You can refer to these article for more information: