01
Admin
Start with Not exported
In Admin → Receipts, set Accounting export status to Not exported, then add project, period, worker, or other filters. Previously delivered receipts will stay out of the new accounting export.
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Accounting exports without duplicates
Every receipt records when, by whom, and in which format it was exported for accounting. This makes it easy to keep new documents separate from those already delivered.
02
Admin
Create an accounting export
Choose a format under Accounting exports, such as accounting XLSX, CSV, XLS, or ISDOC. A successful export records its time, author, and format on every included receipt.
03
Admin
Check a receipt and prepare re-export
The receipt detail shows accounting export status, date, user, and last format. Choose Prepare for re-export when the receipt must be included in another accounting package.
04
Admin
Find receipts by line item
Enter a term such as “concrete” in Search. Recognized receipt items are searched, and matching documents can be narrowed by export status before exporting.
