Export selected documents to Excel

Where: Approval → the overview

1. Tick the checkboxes of the documents you want to export.
2. Click the ⋮ menu in the top-right corner of the toolbar.
3. 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).

Note

If you tick nothing first, the export takes the whole list as it is currently filtered — a saved filter narrows the export the same way it narrows the visible list.

Related: Export documents from the Archive to Excel · What the Excel export contains