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Export invoice data

All authenticated workspace roles, including viewers, can export invoices from Workflow → Export.

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Export formats

  • Excel — spreadsheet format for reporting and review.
  • CSV — flat data for spreadsheets and data pipelines.
  • JSON — structured invoice data, including extracted fields and line items.

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Filter an export

Choose the available date range and invoice status filters before starting the export. The export uses the selected workspace data and returns only invoices the current user is allowed to access. Use the invoice status filter when you need a focused export, such as completed, reviewed, rejected, or duplicate invoices. The export does not change invoices or mark them as reviewed.
Export access is read-only. Editing permissions are controlled separately: workspace owners and reviewers can correct invoices, while viewers can only view and export.