Export Financial Records Fast: Custom Dates, Folders, and Formats
Export your invoices, receipts, payslips, contracts, and transactions in the format and folder structure your accountant expects, for any date range. Built in, no extra cost, ready in seconds.
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THE EXPORT ADVANTAGE
Export Financial Data, Instantly and Reliably
Export documents the smart way
Each month, you need to send financial documents to accountants, government systems, or internal teams, but doing it manually takes time and risks errors.
With Enlivy, you can export invoices, receipts, payslips, contracts, and bank transactions in the right format, timezone, and folder structure.
Whether for taxes, ANAF, or backups, Enlivy's Export tool makes it fast, accurate, and effortless.
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Built-In, No Setup Required
The Export feature is built into your Enlivy account, no extra cost and no third-party tools. Just log in and export.
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Designed for Accountants and Compliance
Made for accountants and auditors. Filters, date formats, folders, and cheat sheets cover everything, no follow-ups or missing files.
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Secure and Consistent Every Time
Exports follow the same structure each month, saving time and reducing errors. Your files stay complete and reliable, solo or in a team.
Export Exactly What You Need, When You Need It
Customize your exports with flexible filters, date ranges, and data types.
- Choose What to Export
Select from invoices, receipts, payslips, contracts, bank transactions, and even network exchanges. Pick one or multiple data types based on what your accountant or team needs.
- Filter by Date Field
Use "Issued At", "Created At", "Paid At", or "Updated At" to control which documents are included, depending on your reporting or tax filing workflow.
- Set Time Period and Timezone
Specify the export range with a simple From–To selector, and make sure timestamps match your organization’s timezone or reporting jurisdiction.
- Clean Structure, With a Summary
Sort your exports into inbound and outbound folders, or keep everything in one place - your choice. Optionally include a one-page cheat sheet that gives accountants and auditors a fast overview of the contents, without digging through files.
How to Export Your Data
From Filters to Files: Export in Just a Few Clicks
A guided process that puts you in control, from what you export to how it’s organized.
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Select What to Export
Choose the data types you want: invoices, receipts, payslips, bank transactions, contracts, or network exchanges. No clutter, just what you need.
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Filter by Date and Status
Use the “Check Against” dropdown to filter by issued, created, paid, or updated dates. Set your export interval and preferred timezone to match your reports.
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Add Cheat Sheet & Folder Options
Want a summary page? Need files split by inbound/outbound? Just toggle the options, it’s all built-in.
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Choose Your Format
Set the date format and locale for your export. Make sure your accountant gets the structure they expect.
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Download Instantly
Click Download, select the Type of Files and the Locale then hit Confirm. Your files are packaged and ready to go in seconds.
Use It Every Month, for What Matters Most
Enlivy’s Export feature isn’t just flexible. It’s essential for your month-end routines.
- Send files to your accountant in one go
Export invoices, receipts, and payslips in a clean package, with a cheat sheet and structured folders they’ll appreciate.
- Back up critical records
Export to your local drive or cloud storage monthly. Keep a secure archive that’s easy to browse and ready for audits.
- Share reports with internal teams
Need to inform finance or leadership? Export financial docs from multiple categories in a consistent layout, with zero guesswork.
- Take your data with you, anytime
You can export all your records (invoices, receipts, transactions, contracts, payslips), structured and complete, across months or years. One click, full control, no vendor lock-in.
What types of data can I export?
You can export invoices, receipts, bank transactions, payslips, contracts, and network exchange documents, all filtered by date, status, or other attributes.
Is there a cost to use the Export feature?
No, the Export feature is fully included in your Enlivy subscription. There are no additional charges.
Can I filter the export by date or status?
Yes. You can filter by various date fields (issued, paid, created, updated) and other document-specific filters before exporting.
Can I export documents from previous years?
Yes. You can export records from any time period, including multiple years of historical data.
Can I export everything at once?
Yes. You can do a full export across all document types and all time ranges if needed.
Can I re-export the same period multiple times?
Yes. There’s no limit. You can export the same range as many times as you need, with different settings.
Can I include attachments in the export?
Yes. Any files attached to the documents (e.g., scanned receipts or signed contracts) will be included.
How long does it take to generate an export?
Usually just a few seconds, even for months of data. Larger exports (e.g., 2+ years) may take a minute or two.
Works together with
- API Driven Solution Integrate Enlivy smoothly with other tools and platforms through our robust API, facilitating a connected and scalable ecosystem for your business operations.
- Bank Account Data See every connected account, balance, and transaction in one dashboard. Synced securely, kept current, and linked to the rest of your records.
- Bank Transactions Bring every transaction into one place: synced from your bank, imported from a file, or entered by hand. Then tie each one to the invoice, receipt, or payslip it belongs to, so your records are always connected and reconciled.
- Billing Packages Build a plan once and offer it weekly, monthly, yearly, or anything in between. Customers subscribe, switch cycle, change tier, manage their card, pause, and cancel from a branded portal, with every change previewed, prorated, and collected automatically.
- Billing Schedules Manage every recurring billing relationship in one place. Set up a subscription, retainer, or payment plan, link its invoices and receipts, and see exactly how much has been paid, what is pending, and where each relationship stands.
- Contracts Draft contracts from templates, send them for signature with SMS or email identity verification, and track every signature and renewal. Signed copies are delivered automatically.
- Customer Portal A branded, self-service portal on your own domain where clients accept proposals, pay invoices, manage subscriptions, sign contracts, and submit reports themselves. Every action syncs back to Enlivy in real time.
- Guidelines Document best practices and policies in one place. Keep your team aligned with clear, accessible guidelines.
- Invoices Create a compliant invoice in seconds, send it, and watch it link itself to the contract, payment, and bank transaction it belongs to. EU e-invoicing is built in, so the work between issuing and getting paid happens in one place.
- MCP Connect Enlivy to Claude, ChatGPT, Cursor, or any AI assistant through MCP. Ask about your invoices, contracts, and pipeline, and get real work done, safely scoped to exactly what your own account can already do.
- Network Exchanges Send and receive e-invoices automatically, straight through ANAF eFactura today, with PEPPOL and other EU platforms on the same rails. Incoming invoices pull in on their own, outgoing ones push out on your schedule, and every exchange keeps a full history. No XML files, no manual uploads.
- Payslips Build a payslip template once with the fields your business needs, then generate payslips for every employee in minutes. Each one links to its contract, payment, and bank transaction, so the whole record stays connected and traceable.
- Playbooks Design, execute, and refine step-by-step procedures for any workflow. Ensure consistency, reduce errors, and guide your team through repeatable tasks with built-in structure and clarity.
- Products Build a reusable catalog of everything you sell, services or goods, with pricing, units, tax settings, and descriptions set once. Every product is ready to drop into a quote or invoice in seconds.
- Prospects Track every opportunity from first contact to paid invoice, with a complete activity history, automatic status-driven emails, and client collaboration built in.
- Receipts Receipts gives you a structured record of every payment, money in and money out: linked to your invoices and contracts, with your cashflow always up to date.
- Reports Replace scattered updates in chat and email with structured reports your team fills in on schedule. You define the questions once with a reusable schema, the right people get the right report at the right time, and every answer lands in one place, ready to compare.
- Taxes Stop picking VAT rates by hand. Assign a tax class to a product or invoice line and Enlivy resolves the correct rate automatically, based on who the customer is and where they are, with the right EU codes for e-invoicing built in.
- Users Easily customize roles and permissions in Enlivy for clients, partners, accountants, and administrators, ensuring secure and efficient access with full audit trails for compliance.
- Webhooks The moment something happens in Enlivy, an invoice is paid, a transaction lands, a user changes, a webhook fires to your system. React in real time instead of polling for changes or waiting on reports.