At any time, Controllers and Account owners can download a .csv spreadsheet containing their selected payments as well as the attached receipts.
You are an Account owner or a Controller
Download your account statement to have a full overview of your expenses and account balance:
Log in to your Spendesk account.
Head over to "Settings".
Click on "Your wallet".
Scroll down to the "Account Statement" section.
From there, you can download a monthly statement which contains all payments in a given month, along with a copy of all receipts.
👉 Note that you can choose between different file formats: PDF, CSV, XLS, and XLSX. Note that the charts contain more information (Description, Supplier, VAT rate...) than the PDF. It can be useful for any analytical report.
👉 You can also download your bank journal and purchase journal from "Payments". Click on "Exported", select the payments to download or use the filters and click on the "Download" button.💥 On Bookkeep 2.0, simply click on "Bookkeep - Export" and export the desired period.