What it is#
Files get lost, and you may need one again months later. Every download you make on the Exports page is kept in Download history, and can be downloaded again exactly as it was.
Separately, you can download everything your account holds, as a set of spreadsheet files, from Settings.
When to use it#
Use the history when you need an earlier invoice or pay file again. Use the whole account export when you want your own copy of your records, or before you close your account.
How to do it#
To download a file again:
- Press Exports on the dashboard.
- Scroll to Download history. Each row shows When, Type, Period, Invoices and Visits.
- Under Download again, press the format you want, such as CSV or Excel.
To export all your data:
- In Settings, under Export data, press Export my data.
- Wait while it reads "Preparing…". The file then downloads.
What your customer sees#
Nothing. These files are for you only.
What happens next#
A download again gives the same file as the first time. Invoices keep their numbers and lines, even if a visit has changed since. Changes show under Changed since invoiced instead, for you to correct in your accounting software.
The whole account export covers your team, absences, customers, properties, agreements and visits.
Good to know#
- The types in the history are Visits to invoice, Pay, Missed visits and cancellations and Visit history. You may also see older types that can no longer be made.
- The Invoices cell gives the count and the range of numbers, for example "19: GG-0141 to GG-0159".
- Visit history downloads from a customer's record, with Download all visit history or Download this property's visit history, are listed here too.
- The whole account export can be made three times a day.
- Nothing here differs between automatic mode and self mode.
Related articles#
Not what you needed? Contact us and say what you were trying to do.