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How to create an export template in Klippa for myself?

Do you often export documents but don't always want to adjust the setting to your wishes? Then you can create a personal export template. In Klippa you can export various documents. In this article we explain how to create your own export template.

You can export the following documents, depending on the modules you have:
Export expenses
Export Invoices
Export Credit Card Transactions
Export Bookings

Make sure you are logged in to the Klippa Web App.

In the left menu, navigate to My expenses (You can also use another module for this).

Now select an expense, then click on Export in the Actions menu.

Then click on Manage templates, you are now in the overview of your personal templates.

Now click on Add at the top right of the screen.

In the "module" field you can indicate for which document type the template applies. Here you choose one of the previously mentioned document types: expenses / invoices, credit card, bookkeeping integration.

Note: you can only choose to export entries if you use the manual bookkeeping integration "Bookkeeping integration".
Expenses / Invoices: all header data (such as total amount) of expenses or invoices, as well as user information (such as a user's email address) can be exported
Credit card: all statement data (such as total amount statement) and the data of the linked expenses (such as total amount)
Bookkeeping integration: all header data (such as total amount) of expenses or invoices, as well ass booking data at header level (such as creditor number) and line level (such as VAT amount entry line)

In the "export format" field you indicate in which format you want the exported file. The available formats differ per module. You can choose from: PDF, UBL, CSV, XLSX. You can also create an XML file, please contact your account manager if you want to do this.

Based on the chosen export format, you can choose from various options such as adding a cover page for PDF and the separators for CSV.

You can then determine what information you want to export from the document, click on Columns or Travel columns. You can switch the columns on or off, move their position or give them their own label.

Tip: With CSV and XLSX templates it is possible to merge expense and travel expense columns, click on Combine travel declarations and receipts into 1 sheet

When you are happy with your template, click on Save. The next time you export a document of the selected type, you can choose this template.

Tip: Are you looking for how to create an export template for your company? Then read this article

Updated on: 20/02/2024

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