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In the 'Files' menu, click a client file and then the 'Integrations' submenu that appears. At the top of this screen, you see a 'Default file settings' box. Here you can set, for each client file, how quickly documents are sent to the accounting software.

If you wish, you can choose a different frequency for purchase and sales invoices via the "Advanced" option.

The different options are:

• Never:
  Invoices are never exported automatically. Export them manually via "Export" in the client file.
• Invoice date up to and including the previous month:
  Invoices are exported as soon as their invoice date falls in or before the previous month, regardless of the creation or import date. The export for the past month runs on the first day of each following month.
• Invoice date older than 10 minutes: Invoices are exported every 10 minutes.
• Invoice date older than 1 day:
  Invoices are exported as soon as the invoice date is more than 1 day old, regardless of the creation or import date.
• Invoice date older than 7 days (recommended)
  Invoices are exported as soon as the invoice date is more than 7 days old, regardless of the creation or import date.

Below the dropdown with the automatic export settings, you will also find the following options:

• Only after approval by the entrepreneur
  Via the 'Accountant' menu, the entrepreneur indicates when the documents may be exported. The accountant receives this approval by e-mail. Only documents that were processed before the most recent approval are eligible for export!

• Invoices processed by the entrepreneur in Quick entry to be checked by default
  Documents that the entrepreneur adds via Quick entry get the status 'To be checked' in the accountant portal. The accountant can check these documents in the client file via 'Purchase journal' and 'Sales journal'. Only documents whose status is not 'To be checked' are eligible for export!

• Block sales invoices/purchase invoices after export
  Once exported, these documents can no longer be edited in the entrepreneur platform.