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Export invoices

Everything you've uploaded to ShiftPlate can leave ShiftPlate too. There are two exports, both at the top of Invoice History:

  • Export CSV — a spreadsheet summary: date, supplier, invoice number, total, item counts, and status. One row per invoice.
  • Download originals — a ZIP with the actual files you uploaded (PDFs, photos, scans), exactly as they came in. This is the one your accountant usually wants.

Export everything, or just what you're looking at

Both buttons export every invoice matching the current filters — across all pages, not just the rows on screen. With no filters set, that's your entire invoice history.

To export a specific period, use the date presets (This month, Last month...) or pick a custom date range first, then export. The search box and status filter narrow the export the same way — filter to Confirmed for a clean set of processed invoices.

Export a hand-picked selection

Tick the checkboxes on the rows you want (the header checkbox selects the whole page). A toolbar appears above the table with Export CSV and Download originals — those act only on your selection.

What's inside the originals ZIP

Files are named so they sort and read well outside ShiftPlate:

2026-06-03_Makro_FA-2026-1187.pdf
2026-06-05_Coca-Cola_0045612.jpg
2026-06-05_Coca-Cola_0045612-p2.jpg

That's date_supplier_invoice-number, with -p2, -p3... suffixes when one invoice has several pages or photos.

Good to know

  • Very large exports (more than 500 files in one go) are declined — narrow the date range and export in chunks, e.g. quarter by quarter.
  • Exports respect your role's access: anyone who can see the Invoices page can export it. A read-only role (for example, an accountant) can export everything but can't upload, edit, or delete.
  • Every export is recorded in the audit log.