New to Peakflo?
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 🖱️
- In the Payables section, go to “Bills and Reimbursements”.
- 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 a CSV or XLS format.
- This action will export all data including taxes, status, due date, payment date, and so on.
- 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 firstname.lastname@example.org
Go to our integrations page to learn more about the data flow from Peakflo to your accounting software.