1) Open the Exports page
Use the Exports menu to create a new export.
2) Review what's included
Exports include Ready documents that have not been exported yet. Once exported, those documents leave the receipts list. Use the export detail screen to choose Excel (XLSX) or CSV.
3) Generate and download
Click Generate export. Open the export detail to download Excel or CSV once it is ready.
Downloads are named {team}-receipts-export-YYYY-MM-DD.xlsx (or .csv).
4) Check export history
The export history shows what was exported and when. You can re-download past exports from this list.
Next step
Continue with Connect integrations and push exports.