How to export bills and reimbursements?

Peakflo is always here to help you with faster reconciliation ❤️ because we understand how frustrating month-end closing can be! 🤯

Therefore, we make sure that you can export bills in one click 🖱️

  1. In the Payables section, go to “Bills”.
  2. At the top right, you can see the little "Export" button. Click on it, and the download will start right away. The file will be in XLSX format.
    Screenshot 2024-10-02 at 11.38.36 AM

  3. This action will export all data including taxes, status, due date, payment date, and so on. 


  4. You can import this sheet to your accounting software and the 2-way sync will begin automatically! 

If you'd like to export documents in a specific accounting software or ERP format, reach us at support@peakflo.co

 

Go to our integrations page to learn more about the data flow from Peakflo to your accounting software.



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