In Exports, select the company and month. Before downloading, check that the documents belong to the correct company and period and have legible attachments. Correct incomplete details and review missing-receipt records.

Distinguish reviewed documents from those awaiting review. If you want to include material awaiting the accountant's review, select that option deliberately. Sending does not turn an unverified document into an approved one. A record without a file cannot replace a missing photograph or invoice.

Select PDF, UBL/XML and other attachments as needed, then download the monthly ZIP. Open the archive on first use and check a sample of its documents. Do not assume that an arbitrary XML file is the import format supported by a particular accounting application.

If using an accounting connector, configure the target application first and verify its output in a test company. Available files and their usability depend on the documents and settings. Downloading the ZIP does not mean the accountant has received or processed it.

To send selected documents, choose the saved accountant contact and check the selection. Use the separate external-handoff action only after you have actually provided the documents through another channel. That action sends nothing.

For example, you send the January ZIP through an agreed secure channel. Record the external handoff afterwards and check the history. Tell the accountant separately about unresolved issues such as a missing receipt or uncertain payment; completing a handoff does not resolve those issues.