To streamline your accounting process, Kinnovis now provides a bulk download option for invoices and credit notes directly through the Manager interface. It allows you to download all necessary documents quickly and offers an efficient way to save time and keep your records organised.
Steps to bulk download invoices and Credit Notes
Go to the Invoices tab in the Manager.
Click on Actions and select "Invoice & Credit Note PDFs".
In the pop-up dialogue, you will be able to select the filters that suit your needs:
Location: Select one or more locations from which you wish to download invoices or credit notes.
Date Period: You will also have the option to select from the last three months or a custom date range.
Define additional Recipients (optional) by adding colleagues' email addresses. The email address associated with your login will automatically appear in the "Email address" field.
Once you've set the filters and added the recipients, confirm your selections. You're done - your bulk download will be processed, and the invoices or credit notes will be sent in a zip file via email.