From any Inbox and any view on the eConnect platform you can export invoice overviews as a CSV file. This is useful for reports, analyses in Excel or importing data into other systems.

The file contains all invoice data visible in the overview: invoice number, sender/recipient, amount, date, status and more.

• Maximum 20,000 rows per export. If your overview contains more than 20,000 invoices, use filters to split the result (for example per month or per organisation).
• The transaction overview (My environment > Transactions) has a limit of 5,000 rows per export.

Important: the export function within the Workflow is currently not working. Validation reasons and workflow steps cannot be exported as CSV. Use the Timeline per document or the "All instances" filter as Workflow Admin as an alternative.

• Financial reports: periodically export your invoice overview for your administration.
• Analysis: open the CSV file in Excel or Google Sheets to analyse trends, totals and distributions.
• Verification: compare the export file with your accounting software to find any discrepancies.
• Archiving: save the export file as an additional backup of your invoice data.

Want to create a custom view first? Read Create and share filters and views.

• Create and share filters and views
• What is my balance and how does credit work?
• Find incoming invoices