In Teamleader One, you have several ways to save or share your expenses with your accountant. You can download individual expenses or export multiple expenses at once.
Downloading an individual expense
- Open the desired expense in the overview.
- Click on the three dots in the top right-hand corner.
- Select the Download option.
This option is available for both draft and finalised expenses.
Downloading several expenses at once
- Go to the Expenses overview.
- Tick the checkboxes for the expenses you wish to export. You can select one, several or all expenses on the page.
- The Export button at the top of the overview will now become clickable. Click this button.
- A ZIP file will be automatically generated and downloaded.
Export format: We export documents as UBL where possible. If there is no UBL file, the PDF will be included in the export.