Export documents from the Archive to Excel

Where: Archive tab

1. Open the Archive tab.
2. Set a date range — for example, 1 April to 1 May.
3. Apply any other filters you want, such as a specific supplier or document type.
4. Open the ⋮ menu and choose Export as Excel.

The workbook contains two sheets: one with header information (document-level fields such as supplier, date, total, and currency) and one with line information (the individual accounting lines).

Tip

This is a clean way to produce a monthly invoice list for a colleague or for an internal audit.

Related: Export selected documents to Excel · What the Excel export contains