1. Validating income and expenses
1.1 Validating
Save the expense and validate it, or save without validating.
⚠️ Once an expense is validated, your client can no longer edit it. The lock icon appears both on the expert platform and on the client's interface.
1.2 Linking a payment to an expense
Two ways:
Via the bank overview: find the transaction and link it directly to the expense.
Via the expense itself: scroll down, click "How was this expense paid?" and select the transaction with the matching amount.
2. Exporting documents 📁
Click "More" → "Export your data" to download your client's data.
You can choose from various export options and select a specific period.
⚠️ Important: The export via the page "Export your data" only includes documents linked to the calendar year, not the quarter. This means that if your client, for example, enters a document from 2024 and links it to Q1 2025, the document won't appear in the 2025 export, but will appear in the 2024 export. If you want to export documents based on their quarter assignment, you need to do this via the VAT return page. |
To export documents based on their link to a quarter, you need to do this via the VAT return page.
