Follow

How can I download my data as a CSV file?

Any items that are submitted to Receipt Bank can be downloaded as a CSV or PDF document, so that they can be shared, stored or uploaded to an Accounting Software.

To download document data in a CSV format:

1. Log in to your Receipt Bank account.
2. Navigate to the 'Inbox' or the 'Archive'

Inbox.png 

3. Select the relevant items you wish to download using the checkboxes down the left-hand side of the page.
4. Click 'Download'
5. From the drop down menu select 'Export to CSV'

Screen_Shot_2018-12-03_at_13.50.04.png

Was this article helpful?
20 out of 38 found this helpful

Comments

Powered by Zendesk