RORUEN

Accounting export

Download payments, debtors, income/expenses, or the annual sheet in Excel/CSV format, from the bot or the web portal.

Admins can download the company’s data in Excel (XLSX) or CSV format, ready for accounting — from the bot or the web panel.

From the bot

  1. From the reports menu, tap “📥 Export (Excel)”.
  2. Choose what to export: Payments by period, Debtors, Income and expenses, or Annual sheet.
  3. Select the period (current month, last month, current year) or enter the year, as applicable.
  4. The bot generates and sends the file to the chat.

From the portal

  1. Open “Admin” → the Export tab.
  2. For period-based datasets (payments, income/expenses), fill in the From / To range; for the annual sheet, enter the year.
  3. Tap XLSX or CSV for the dataset you want — the file downloads directly in the browser.

Available datasets

  • Payments by period — all confirmed payments in the chosen range.
  • Income and expenses — the financial situation for the period.
  • Debtors — the list of lots with overdue balances.
  • Annual sheet — the cotizatie situation for the whole selected year.