How Can I Export Attachments (Receipts & Invoice PDF's)

To export your Attachments (receipts attached to expenses & billable expenses and Invoice PDFs) select the reports and statements tab

Select any of the options such as 

• Income Statement

• Expense

• Tax Report

Select your options, eg date range, billed, collected and select > export 

Once selected you will see the options in a pop up to send your data. Enter an email and check "Include receipts in export."

Once you have received the email

Select the download option via the email

Your Reports will be downloaded to your downloads folder and you can select your attachments. 

See more here on How To Export Reports & Statements

💌  Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌

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