--- title: "Send the month to your accountant" description: "Download a month's ZIP or CSV, send it, mark it as sent, and send only what changed afterwards." --- > Documentation Index > Fetch the complete documentation index at: https://receipts.nuits.net/docs/llms.txt > Use this file to discover all available pages before exploring further. # Send the month to your accountant Use this guide at the end of each month. **Home** walks you through three rows: **Check**, **Match** and **Send**. The last one builds a ZIP with every original receipt, named by date and seller, plus an index spreadsheet. The app prepares the files; your accountant decides how they are booked. ## Prerequisites - Receipts for the month added and reviewed. See [Check and approve a receipt](/docs/how-to/review-and-approve-a-receipt/). - The month's bank statement imported and matched. See [Match payments and receipts](/docs/how-to/match-payments-and-receipts/). You can send without this, but the package then says it is not ready. ![Home for September 2026 with Check and Match done and Send ready, showing Spent, Download ZIP, CSV and Mark September as sent](/docs/_nimbus/md/1nyvcfx/month.png) ## Send the month 1. **Open the month** Select **Home** in the sidebar (on a phone, the tab bar at the bottom), or **Send October** on **Bank** once every payment has a receipt. The month is the page title; use ‹ and › beside it to pick another month. The old `/month` address redirects to Home. 2. **Finish the first two rows** Each row has a short status, and one button below them offers the next step. **Check** shows what still needs you, for example "1 to check, 1 undated", with **Start checking**. Receipts with no date belong to no month until you add one; they wait in every month's To do. **Match** shows "No statement" (with **Import statement**) or how many payments are missing a receipt (with **Start matching**). When **Check** says "All checked" and **Match** says "All matched", both are marked Done and **Send** shows **Ready**. 3. **Download the ZIP** Check the **Spent** total, and open **In the ZIP** for the file list or **By part** for the totals, then select **Download ZIP**. The button shows the size for smaller months. Under the buttons the page says: "Check every row before sending this to your accountant." If you only need the spreadsheet, select **CSV** instead. 4. **Send the folder** Unzip it (Mac: double-click; Windows: **Extract all**). You get a folder such as `receipts-2026-10`. Send that folder to your accountant. For a shared OneDrive or SharePoint folder, upload the folder itself (**Upload** > **Folder**), not the ZIP: OneDrive's web page does not unzip. 5. **Mark it as sent** Under "Did you send it?", select **Mark October as sent** (it names your month). The banner says, for example, "Marked October 2026 as sent." with **Undo**, and **Send** shows the date. The app records which receipts you sent, so it can tell you if anything changes later. ## Send a month that is not ready If receipts still need a check, no bank statement is imported, or payments have no receipt, **Send** shows **Not ready**. You can still send what is there: open **Download anyway**. - **Download anyway** puts unchecked receipts, and emails held for review, in a `check-these` folder, marked as needing review in the index. - Tick **Add N undated receipts** to add undated receipts to `check-these` as well. - Payments with no receipt are listed in a separate spreadsheet in the package, so the gap is visible. The mark-as-sent button, the **CSV** link, **In the ZIP** and **By part** are in the same fold. Tell your accountant which rows still need checking. Check flagged rows first; your accountant decides how these are booked. ## Send changes after sending If a receipt dated in the month is added, corrected or removed after you marked it as sent, **Send** shows **Changed** and the page says what changed, for example "Changed since you sent it on 3 Nov: 1 added and 1 corrected." 1. **Download only what changed** Select **Download changes**. The button says how many files, and the ZIP is named like `receipts-2026-10-changes.zip` with only the new and corrected receipts. Or select **Download all** for a full package. 2. **Send and mark it again** Send the files, then select the mark-as-sent button again. A changes ZIP has its own index spreadsheet, named like `00-index-2026-10-changes.csv`, that lists only the changed files. It does not replace the full `00-index-2026-10.csv` when unzipped over the earlier folder; your accountant adds its rows to the full index. A corrected receipt can get a new file name, so the old file stays in their folder unless they remove it. ## Check that it worked - A banner says "Marked October 2026 as sent." - **Send** shows **Sent** with the date, with **Download again** and a link on to the next month. ## Limits and options - One package holds up to 900 files. A bigger month says "This month is too big for one package (N files, 900 max)."; download the **CSV** and fetch the originals from the app. - A line of your own under the download button comes from **Note under the month download** in **Settings** > **Sending**. See [Change settings in the app](/docs/how-to/change-settings-in-the-app/). - To upload the files straight to a OneDrive folder instead of downloading, see [Upload the month to OneDrive](/docs/how-to/upload-the-month-to-onedrive/). An upload marks the month as sent when it finishes. ## Related - What is in the ZIP and how files are named: [Month package](/docs/reference/month-package/). - Every column of the CSV: [Export CSV](/docs/reference/export-csv/). - What your accountant should do with it: [Open a month package](/docs/how-to/open-a-month-package/). Source: https://receipts.nuits.net/docs/how-to/send-the-month-to-your-accountant/index.mdx