Fix Export problems

Open Exports in the sidebar. The Export history shows whether an Export is still being prepared, is ready to download, or has failed.

The Export format is unavailable

DATEV, BMD, and DVO are available only after an admin connects one of these systems under Settings > Accounting > Integrations. A Workspace can have one connected accounting system. Excel, CSV, and ZIP Exports do not require an accounting integration.

The file is not ready

Large Exports are prepared in the background. You can leave the page while the Export runs. A notification appears when the Export is ready. Open Exports to download the file. If the browser did not download a completed Export, start the download again from the Export history.

The Export failed

Open the failed Export under Exports. If a temporary error caused the failure, create another Export with the same format and date range. If the second Export also fails, open Support in the sidebar. Include the Export format, date range, Workspace, and approximate time of the attempt. Do not include accounting credentials.

A document is missing

Check the following conditions in order:

Date range: A date-range Export uses the invoice date. The due date and Upload date do not affect the range.
Export status: Documents under Excluded are omitted from every Export. Open the document and select Include in exports if it must be exported.
Selection: An Export started from the selection bar contains only the selected documents. This workflow does not use a date range.
Accounting warning: DATEV, BMD, and DVO can omit individual documents that do not meet the import format’s requirements. The Export can still complete with the remaining documents.

Open the warning on the completed Export to see each omitted document and the reason.

Check accounting warnings

Reason	Check
No Personenkonto	Open the supplier or customer under Contacts and add the required Personenkonto.
Missing or invalid G/L account	Open the document and check its posting lines. Each line requires an account accepted by the connected accounting system.
Missing invoice date	Add the invoice date to the document.
Currency or exchange rate not supported	Check the document currency. If the accounting format cannot represent it, use Excel or CSV and clarify the posting with your accountant.
VAT case not supported	Check the VAT ID, tax rates, line totals, and accounts. DATEV supports only specific combinations. See Export to DATEV.
Reminder or linked receipt	This omission is normally intentional. Reminders and receipts linked to an invoice are omitted to prevent the same amount from being posted twice.
Original file missing or too large for DATEV	The posting data can be valid even when the original is omitted from the document ZIP. Open the document and confirm that its PDF is available.

After correcting a document, create a new Export. Existing Export files remain unchanged as historical records.

Documents in Review

Documents in Review are included in Exports. Before you continue, the Export window shows how many documents are in Review. Resolve findings that could affect accounting data before exporting. See Review documents for the available actions.

Delete an Export from the history

Only admins can delete an Export from the history. This removes the generated files, not the documents. The documents can be exported again.

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