Exporting records for your accountant
Exports should be reviewed before you send them outside Offlico.
Quick answer
- Check the date range, missing receipts, mileage records, and payment status before export.
- Export only the records your accountant needs for the period.
- After export, avoid changing historic records unless you understand the accounting impact.
Related articles
- How mileage is calculated
Mileage uses appointment and address context to reduce manual admin.
- Do you need receipts for mileage?
Mileage records and fuel receipts are different types of evidence.
- Categorising transactions
Categories help turn everyday spending into cleaner bookkeeping records.
Still stuck? Contact support and we’ll help you sort it out.