Make communication with your accountant easier – export all the documents you need in just a few seconds, directly from the section where you’re working.
How it works:
In every document section – Income (Price offers, Orders, Proforma invoices, Invoices issued) and Expense (Expense documents, Receipts) – you can:
- Select the items you want to share with your accountant.
- Click Export.
- Choose the file format (CSV, PDF, XLSX, XML).
Benefits:
✅ Export available directly in each section – no need to switch elsewhere.
✅ Flexible file formats: CSV, PDF, XLSX, XML.
✅ Quickly select only the documents you want to send.
✅ Clean and structured data – ideal for accounting purposes.
✅ Easy to archive or process outside Trovi.
Tips:
- The export option is available in every document section, not only in the central Export area.
- Choose the format based on your accountant’s needs (e.g. XLSX for spreadsheets, XML for accounting software import).
- For large volumes of documents, we recommend using filters (e.g. by date or status) before exporting.
❓ Frequently Asked Questions
Can I export only selected documents?
Yes – simply check the items you want to export.
Which formats are supported?
Trovi supports CSV, PDF, XLSX, and XML exports.
What’s the best way to handle large numbers of documents?
Use filters and export only the relevant files – this saves time and keeps the output cleaner.
📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.