When to use bulk export
You're preparing period packages for many clients at once — year-end hand-offs, quarterly VAT batches — and per-client exports one by one add up. Bulk export collapses that into a single request and a single ZIP, structured so each client's file routes cleanly into your downstream workflow.
For the date semantics of the period filter, see period-filtered bulk export. For the client connection itself, see invite your tax advisor (the client-side flow that gives you access).
What you get
One ZIP named advisor_bulk_export_<N>clients.zip, with one subfolder per client and exactly one file in each:
advisor_bulk_export_3clients.zip
├── Acme Ltd_7f3a9c2e/
│ └── invoices.csv
├── Foobar Trading_1b4d5f6a/
│ └── invoices.csv
└── Baz Consulting_5a2b9d8c/
└── invoices.csv
- The folder name is the client's company name (sanitised for filesystem safety) plus the first 8 characters of the client ID — so two clients named "Acme Ltd" never collide.
- The file is
invoices.csvorinvoices.pdf, depending on the format you chose. One format per run; mixed formats mean two runs.
The three formats
- Invoice CSV — the 18-column invoice list: number, dates, vendor, net / VAT rate / VAT / gross, currency plus base-currency amounts at ECB rates, status, and category.
- Posting-batch CSV — a simplified hand-off file for import into accounting software. It carries a payment-evidence column (payment date + masked IBAN of the paying account) and appends a warning list of invoices marked paid without payment evidence. It's a simplified format — verify with your software's import mapping before relying on it at scale.
- PDF — the printable A4 invoice list per client, with a bold totals row and invoice count.
What is NOT inside
- No receipt images or original documents. The bulk ZIP is invoice lists only. For a client's original files, use the All-Receipts ZIP from that client's Reports tab.
- No XLSX accounting reports. Those are per client too — the Accounting Reports workbook on the client's Reports tab.
The date range
date_from / date_to are optional. When set, they filter by invoice date (the date printed on the invoice, not the upload date) and apply uniformly to every selected client — you can't mix "Client A's Q1 with Client B's Q2" in one run; use two runs. When omitted, the export covers everything. Details and edge cases: period-filtered bulk export.
Caps and behaviour
- Hard cap: 25 clients per request. More than 25 rejects the whole request with the limit stated — split into batches (25 + 25 + …).
- Synchronous: the ZIP downloads directly in the response. There's no email step and no waiting queue.
- Strict authorisation: every company in the request must be a client connected to you. A single foreign ID fails the entire request — nothing is silently skipped.
- Fully recorded: each client's export lands in your export history with format, period, and invoice count, and everything is audit-logged.
The per-client alternative
For a single client, the Advisor Period page offers the same three formats as individual export buttons, plus a pre-export checklist (flags, missing vendors/categories) and the export history table. Bulk export is simply the many-clients version of the same generators.
Troubleshooting
A client's file has fewer invoices than expected. Check the date range — it filters by invoice date. A March invoice uploaded in May belongs to Q1.
I need more than 25 clients. Run multiple batches. An async variant for larger books is planned but not shipped.
I got a permission error for the whole request. One of the selected companies isn't (or is no longer) connected to you as a client. Remove it and re-run — the request intentionally fails as a whole rather than skipping.
Related
- Period-filtered bulk export — date-range semantics in depth
- Download all receipts as a ZIP — original files, per client
- Accounting reports as Excel (XLSX) — the per-client report workbook
- Invite your tax advisor — how the client connection is created
- Export formats — what's available today — the full export matrix