Export settings | CostCrunch Help Center

All of these are in Settings → Accounting.

Export behavior

Setting	What it does
Export on approval	Export as soon as an invoice is approved
Export new invoices	Export as soon as an invoice is processed, if its vendor and customer are matched
Export line items	Send each line instead of one total
Item types as descriptions	Use CostCrunch's clean item type as the line description
Export SKU	Include the supplier's SKU on each line
Attach the invoice PDF	Attach the original document to the bill

Bill memo

Choose what goes in the bill's memo, and in what order: Invoice number, Supplier name, Categories, Item types, Shipping address, and a Link to CostCrunch.

Payment terms

Turn on Export payment terms and choose where they come from: a Custom default, the Invoice itself, or your Accounting software.

Export emails

Get an email for every export, or a Daily, Weekly, or Monthly digest. You can attach the invoice PDFs and add up to 10 more people under Also send to, which is handy for your bookkeeper.