Exporting financial data

Exporting financial data

You can export your financial records for external auditing or use in third-party accounting software.

1. Go to the "Reports" or "Analytics" tab.

2. Select the Reporting Period and the specific data type (e.g., "All Expenses," "Invoice History").

3. Click the "Export Data" or "Download" button (usually represented by an arrow icon).

4. The system will generate a file (typically in CSV or Excel format). This allows seamless integration with your existing accounting practices.