Exporting Your Data
Export your processed documents into structured formats that can be used in accounting systems, reporting tools, or internal workflows. DocuNero allows you to generate detailed exports—including line items, vendor information, totals, and dates—based on your chosen filters.
Instant Data Access
Export clean, structured financial data in CSV, Excel, JSON, or PDF formats. Perfect for accounting software, spreadsheets, or custom integrations.
1. Where to Export Your Data
You can export data from multiple locations in DocuNero:
A. Single Document View
- Open any processed document
- Click Export
- Choose your desired format
B. Documents Page
- Select one or multiple processed documents
- Click Export Selected
C. Batch View
- Export all documents processed within the same batch
2. Available Export Formats
DocuNero currently supports the following export formats:
1. CSV (Comma-Separated Values)
Best for:
- Excel / Google Sheets
- Bookkeeping
- Importing into accounting software that accepts CSV templates
Features:
- Lightweight and easy to import
- Ideal for large datasets or automation scripts
- Supports optional line-item expansion
2. Excel (.xlsx)
Best for:
- Monthly accounting reports
- Finance teams reviewing multiple documents
- Data analysis with formulas
Features:
- Structured spreadsheet format
- Better formatting and readability than CSV
- Includes header formatting and clean column alignment
3. JSON
Best for:
- Developers and system integrations
- Machine-readable hierarchical format
- Custom accounting workflows
- API-based ingestion
- Automating downstream data pipelines
Includes:
- All extracted invoice/receipt fields
- Line items
- Raw OCR text (if included in parsed_json)
- Metadata like timestamps and model name
4. PDF
Best for:
- Audits
- Recordkeeping
- Sharing reviewed documents
Features:
- A formatted export showing document summary
- Extracted data (vendor, totals, tax, payment info) presented clearly
- Not intended for bulk analysis—best for human-readable summaries
3. What Data Is Included in Exports?
Exports include all fields DocuNero processes:
Document-level fields
- Vendor name
- Invoice/receipt date
- Total amount
- Tax amount
- Currency
- Payment method
- Category
- Record type (Invoice or Receipt)
- Timestamps
Line item data (if available)
- Description
- Quantity
- Unit price
- Total line amount
- Taxes (when present)
4. Export Requirements
Before you can export a document:
Export Checklist
- ✔ The document must finish processing
- ✔ The extracted fields must be reviewed (recommended)
- ✔ Any mandatory fields must not be empty
5. Common Export Use Cases
For Accounting Teams
Download monthly CSV/Excel files and import them into:
- Xero (CSV import)
- QuickBooks (CSV template mapping)
- MYOB (Excel and CSV support)
For Developers
Use JSON exports with:
- Internal APIs
- Automations
- Custom dashboards
For Business Owners
Export PDFs for:
- Audits
- Expense reporting
- Supplier disputes
6. Export Options
Include Line Items in Export
When enabled:
- Each line item becomes a separate row in CSV/XLSX
- Document-level fields (vendor, totals, category, etc.) repeat automatically
- Ideal for bookkeeping, analytics, and category reporting
When disabled:
- Each document appears as one summary row
7. Filtering Your Export
DocuNero allows you to refine your export using a set of filters.
1. Date Type
Choose which date to filter by:
- Invoice/Receipt Date — the date printed on the document
- Upload Date — the date the document was uploaded to DocuNero
2. Date Range
Specify From Date and To Date to narrow down the export.
3. Vendor Filter (Optional)
Export only documents associated with a specific vendor name.
4. Export Scope
Depending on your workspace permissions, you can choose:
- All Tenant Records — exports every processed and approved document
8. Generating an Export
Go to Exports & Reports
Click New Export
Select:
- Export scope
- Report type
- Format (CSV, Excel, JSON, PDF)
Choose whether to enable line items
Apply filters if needed
Click Generate Export
Your export will appear in the Exports list, where you can download it once completed.
9. Where Your Exports Are Saved
All generated reports are stored in the Exports & Reports page, including:
Report Information
- Report name
- Export type
- Format
Status & Timing
- Created date
- Status (Completed / Processing)
You can download exports at any time.
10. Upcoming Enhancements (Optional Section)
Future export improvements may include:
- Direct integrations (Xero, QuickBooks, MYOB)
Summary
DocuNero provides flexible export options, allowing you to move your processed invoice and receipt data into the tools you use every day. Whether you're analyzing spending, filing expenses, or syncing data into other systems, DocuNero's exports give you clean, structured, ready-to-use information.
Frequently Asked Questions
What export formats are available?
DocuNero supports CSV, Excel (XLSX), JSON, and PDF formats for data export.
Can I schedule automatic exports?
Not currently, but we plan to add scheduled exports in future updates.
Is there an API for programmatic access?
Not currently, but we plan to add API access in future releases.
Are there any limits on export volume?
No, you can export as much data as your account permissions allow.