Skip to content
Novadesko Documentation
Guide Demo
English
Open the app

Export documents

Produce a ZIP archive of the PDFs and XML files for a period, download a selection, transmit to the accountant and retrieve the UBL XML of a document.

Updated on 06/10/2026 Edit this page Open in the full documentation

Your documents leave Novadesko in three ways: a ZIP archive per period (PDF and XML, downloaded or sent by email), the download of a selection, and transmission to your accountant. This page describes each route and where the file lands depending on your device.

What you will do

  • Export a complete period as a ZIP.
  • Download the PDFs of a selection.
  • Mark documents as transmitted to the accountant.
  • Retrieve the UBL XML of a document.

Export by period

  1. In the list, click Export by period (first button under the page title).
  2. The window "Select a period, choose the delivery, export." offers Start date and End date, pre-filled with the active date filter, otherwise from 1 January to today.
  3. Under « LIVRAISON » (delivery), choose Download ("Directly in the browser") or « Par email » (by email), with your account's address shown.
  4. Click « Exporter le ZIP » (export the ZIP).

Checks: "Select a date range" if a bound is missing, "The start date must be earlier than the end date." if they are reversed.

The archive contains, for each document in the period, the PDF and the XML. On web.novadesko.com, the window details the steps ("Reading documents…", "Composing files…", "Preparing Peppol XML files…", "Creating ZIP archive…") then shows "Archive ready" or "ZIP sent by email" with the advice to check your inbox and spam folder. The files are sorted into folders:

Folder Content
Sales Sales invoices
Purchases Purchase invoices
Receipts and VAT stubs - not invoices Tickets and stubs without an invoice
Credit Notes Credit notes
Manual Documents entered by hand
Note

Generation is limited to five minutes ("Time limit exceeded (5 min). Reduce the period."). For a busy year, export quarter by quarter. Export is reserved for the plans that include it: "Upgrade to the Easy plan to unlock data export." See Plans.

Exporting the documents of a period
  1. In the list, click Export by period.
  2. The export window opens.
  3. Choose the start date of the period.
  4. Choose the end date.
  5. Choose the delivery: Download or By email.
  6. Click Export the ZIP.
  7. The window closes and the message "Export started." confirms it.

Download a selection

Tick some rows, then click Download in the list header or choose Bulk actions > Download. On web.novadesko.com, you receive a ZIP of the PDFs; in the app, each PDF opens in turn according to your platform's rule (see PDF preview and download).

Still under Bulk actions, « Télécharger XML (ZIP) » (download XML as ZIP) gathers the XML files of the ticked documents. This entry, like Export XML in a document's menu, is flagged "Available on the web".

The UBL XML of a document

The Options menu of a document offers Export XML: the file in UBL format ("UBL XML Compliant"), the one that travels over Peppol. It is used by accounting software and e-invoicing platforms. For direct sending to the customer, use Send an invoice via Peppol instead.

Warning

Export XML and « Télécharger XML (ZIP) » (download XML as ZIP) are only available on web.novadesko.com.

Transmit to the accountant

If an accounting firm is linked to your company, each sales and purchase row carries a tick icon Send to accountant (greyed out as « Transmis au comptable » (sent to accountant) once done).

  1. Click the icon, or tick several rows, then Bulk actions > Send to accountant.
  2. Confirm "Send to accountant": "Document F2026-0014 will be transmitted to your accounting firm." or "n document(s) will be transmitted to your accounting firm."
  3. The message "Document transmitted to accountant" confirms. A document already sent replies "Document already transmitted to accountant."

The Not sent to accountant filter, above the list, isolates what remains to be transmitted. The linked accounting firm, the accounting integrations (automatic sending, frequency, inclusion of the XML) and the address in copy are set in Settings > Accounting.

Where the files land

Platform ZIP per period and PDFs CSV (transactions)
Web browser Browser download, Downloads folder Browser download
macOS, Windows, Linux The archive link opens in your browser; PDFs open in the system reader Save dialog to choose the location
iOS, Android The archive link opens in the browser; PDFs in the system viewer The app's Documents folder (visible in Files on iOS)

The CSV export does not concern the document list: it exists for transactions, along with a « PDF par e-mail » (PDF by email). See Export transactions. Bank purchases are exported from the Bank module.

See also