Any documents on Receipt Bank can be downloaded as a CSV or PDF file, so you can easily share, store or upload your financial data to an Accounting Software.
To download document data in a PDF format:
- Scroll to the bottom of the page and click the option to show 250 items as this is the maximum number of items you can export at once.
- Select the files you want to download using the checkboxes down the left-hand side of the page, or click the top left checkbox to 'select all'.
- Then click 'Export'.
- A window will open. Select 'PDF' using the button at the top. Choose if you'd like your exported items to be moved to the Archive after export.
- Click 'Generate' to download your documents in PDF format.