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Export expenses and bills from Cybooks

Need a copy of your invoices or bills outside of Cybooks? You can easily export them for sharing, reporting, or archiving.

Christopher Dosin avatar
Written by Christopher Dosin
Updated over a month ago

How to export invoices or bills

  1. Go to the Expenses or Bills section from the main menu.

  2. Use filters if needed to narrow down the list (e.g. by date, status, or customer).

  3. Select the invoices or bills you want to export.

  4. Click Export at the top right.

  5. Choose your preferred format – Excel per row or .zip.

  6. Your download will be prepared and is available within the download center

What’s included in the export?

  • Excel: You’ll get a structured spreadsheet with all key details like invoice numbers, dates, amounts, tax, and status.

  • ZIP: A neatly organized folder structure containing all documents that were attached to the transactions. These are sorted by year, transaction type (e.g. bills), and individual transaction IDs - making it easy to find and reference the original files.
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Tip

Need to export everything for your accountant? Use the date filter to export a full month or quarter in just a few clicks.

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