Exports allow you to download structured reports of your bills, payment and accounting entries. With just a few clicks, you can generate detailed sheets and receive them directly in your inbox. The feature supports large-scale reporting, with up to 100K entries per export, making it simple to analyze or share information outside the platform.
Exporting isn’t just about downloading records, it’s about unlocking the full potential of your data. With exports, you can quickly pull out large sets of information and organize them the way you want.
You can access up to 100K records at once, giving you the scale you need for deeper analysis without being limited to what’s on your screen.
By applying powerful filters (like dates, amounts, status, etc.), you can tailor exports to only the data that matters to you.
Once exported, your files open in spreadsheet tools like Excel or Google Sheets, where you can sort, filter, and build pivot tables for insights.
Because they’re delivered directly to your inbox, exports are easy to share with teammates, vendors or auditor, no platform access required.
Most importantly, exports save you time by automating what would otherwise be a manual, repetitive task.
In short, exports give you clarity, flexibility, and control over your data, helping you make better, faster decisions.
In short, exports give you clarity, flexibility, and control over your data, helping you make better, faster decisions.
1. Go to the module where you want to export data - Bills, Payments, or Accounting.
2. Click the Export button - You’ll find the export option at the top of the module screen.
3. Choose a report type - From the dropdown, select the specific report you’d like to download.
Once you’ve made your selection, click "Continue" to move to the filters pop-up.
4. Apply filters - In the filters pop-up, narrow down your export by selecting options such as date range, amount, status etc. This helps you get exactly the data you need.
5. Start the export - Once your filters are set, click on “Export and send email” to generate the report.
6. Receive your file - When the export is complete, you’ll receive the report in CSV format at your registered email address.
Q. How many records can I export at once?
You can export up to 100K entries in a single export. For larger datasets, apply filters (like date range, status, etc.) to refine your export.
Q. Where will I receive my export file?
The file will be delivered to your registered email inbox in a CSV format that you can then open in your google sheets.
Q. What format will the export file be in?
Exports are shared in a spreadsheet-compatible format (CSV/XLSX).
Q. Can I export when in multi-select mode?
No. The export option is not available while in multi-select mode.
Q. What happens if my export fails?
If your export doesn’t go through, you’ll need to run the export again. We recommend re-checking your filters before retrying to ensure the file generates successfully.