How to export bookings?
Klippa provides you with different types of exports that you can use. We support exports in XLSX, CSV, PDF, UBL and XML (not available by default, please contact your account manager). We offer you the possibility to create your own template. In this article we explain how to export a booking. You can export the following data from a booking:
Header data of the expense or invoice such as total amount.
Header data of the booking such as creditor number.
Line data of the booking such as VAT amount per booking line.
Note: this action is only possible for a user with the finance role.
Note: this action is only possible if your company uses the module "Bookkeeping integration".
Make sure you are logged in to the Klippa Web App.
In the left menu, navigate to Bookkeeping Integration and then choose Bookkeeping Integration / Bookings.
Tip: Use the Filter menu at the top right and set the filter Previously exported to "No" to only see bookings that still need to be exported.
You can then select the bookings in bulk, after which the "Actions" menu will expand. In the expanded menu you will find the option to export.
If you click on Export, a new screen will open where you can select the desired file format, choose a template or create your own layout.
Tip: Save the layout of your export as a template, so you don't have to do it again next time. You do this by turning on the Save as new template option. You can also enable the option Save column settings, then you do not create a template, but the settings will remain the same for the next time you export.
Tip: Use the column “Document URL” so that you quickly navigate to the document in Klippa.
Tip: Share the export by e-mail with yourself or someone else by entering one or more e-mail addresses in the Share with field.
Then click on Export at the bottom of the screen.
To immediately download the exported file, click on the link that appears next.
Note: depending on how busy the server is and the size of your export, it can sometimes happen that an export takes a little longer than you are used to from us. We always try to have your export ready as soon as possible and we will share this with you by e-mail.
Tip: Read this article on how to make an export template
Tip: Read this article on how to set up an automatic export
Header data of the expense or invoice such as total amount.
Header data of the booking such as creditor number.
Line data of the booking such as VAT amount per booking line.
Note: this action is only possible for a user with the finance role.
Note: this action is only possible if your company uses the module "Bookkeeping integration".
Make sure you are logged in to the Klippa Web App.
In the left menu, navigate to Bookkeeping Integration and then choose Bookkeeping Integration / Bookings.
Tip: Use the Filter menu at the top right and set the filter Previously exported to "No" to only see bookings that still need to be exported.
You can then select the bookings in bulk, after which the "Actions" menu will expand. In the expanded menu you will find the option to export.
If you click on Export, a new screen will open where you can select the desired file format, choose a template or create your own layout.
Tip: Save the layout of your export as a template, so you don't have to do it again next time. You do this by turning on the Save as new template option. You can also enable the option Save column settings, then you do not create a template, but the settings will remain the same for the next time you export.
Tip: Use the column “Document URL” so that you quickly navigate to the document in Klippa.
Tip: Share the export by e-mail with yourself or someone else by entering one or more e-mail addresses in the Share with field.
Then click on Export at the bottom of the screen.
To immediately download the exported file, click on the link that appears next.
Note: depending on how busy the server is and the size of your export, it can sometimes happen that an export takes a little longer than you are used to from us. We always try to have your export ready as soon as possible and we will share this with you by e-mail.
Tip: Read this article on how to make an export template
Tip: Read this article on how to set up an automatic export
Updated on: 02/04/2024
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