Export of data as archive

Hi

What about exporting my receipts/expense attachments? I'd like to export all of these as an archive. In some instances the online file may be the only record I have.

Thanks

James

Hi James,

You can export your expenses and the associated claims. If you use receipt bank then they will be in there. Also, you can download a back up of your account. This will contain every bit of data in the system.

Chris

Thanks Chris - but I can't find that export attachments anywhere...? What menu is it on i've just been scanning and then attaching jpegs to each expense entry...

Hi James, If you go to Tools > Export > Expenses that should do the expenses claim.

Chris

Hi Chris

To be clear - I have the csv file showing the expenses by following the instructions above. What I need and can't find, is a way to export the many jpg images/pdf's/etc of receipts that are attached to those expenses.

How do I do this? Your instructions above only generate a csv, no attachments.

James

Hi James,

I have looked into this for you and, unfortunately, the export tool will not include any of the attachments. The only way to download the receipts would either be if you were using receipt bank, or, if they are just attached to claims in Clear Books, you would have to do a print screen and download/print the images one by one.

I am sorry there is no easier way at present.

Thanks

Chris

Does a backup include the receipt attachments?

(I need to keep a copy to comply with regulations, not for use day to day. Downloading manually could take weeks, and i don't want to pay for a service I no longer use.)

Thanks

Hi James,

The back up will, unfortunately, not export any of the receipts or attachments only the data itself.

Thanks

Chris

Wow - probably worth flagging that up when people setup a backup - I had no idea and assumed it was a backup of everything I have on your platform.

I'll just have to set aside a bunch of hours and do it manually :(

James

Sorry about that James, but we simply have no way of supporting that as it stands. We can certainly look into that in the future however.

Chris

Can you confirm what happens to the data if we cancel our subscription. I am in the same position as James above, I have thrown away the paper receipts that are attached to expenses etc. Now I am switching to Xero due to a change of accountant (was very happy with Clearbooks - just not the accountant!).

An obvious solution to me is that even if we cancel our subscription you would undertake to make sure that our data is not deleted for a period (whatever the statute on retention of documents is) so that if we are audited god forbid, then we could come back to you and ask you to reactivate the account (for a fee clearly) in order to supply that data to the taxman?

Any thoughts?

Richard

Doh! Dormant plan already exists.....

Hi Richard,

Yes, the dormant subscription is live and available allowing read-only access to your data held within your Clear Books account.