Business plan customers can download the entire sorted archive in one ZIP from Dashboard. This is the fastest way to hand a full year of vendor PDFs to an accountant or migration tool.
What this guide covers
Full-archive ZIP downloads, how they differ from per-folder exports, and practical download tips.
Before you begin
- Business plan active on the account.
- Processed invoices visible under Browse.
Step-by-step: download all sorted files
- Log in and open Dashboard (/dashboard).
- Click the Browse tab.
- Click Download all sorted (ZIP) at the top of the panel.
- Wait for the archive to build; large libraries take a few minutes.
- Save the ZIP to your computer when the browser download starts.
Step-by-step: partial exports on Pro
- If you are on Pro, use per-folder ZIP actions instead of the full-archive button.
- See Downloading ZIP exports for month or vendor folders.
- Consider upgrading to Business when you need one-click full backup.
What is inside the ZIP
- Vendor folders with Invoices/{Month_Year}/{reference}/invoice.pdf paths matching Browse.
- expense-justification.pdf files when billing verification created them.
- No separate CSV unless you also run Accounting Export Hub.
What you should see
- A single large ZIP file named with your profile or date.
- File count roughly matching Ledger row count plus justification PDFs.
- Browser download progress for multi-gigabyte archives on long histories.
Tips and common issues
- Run downloads from a stable connection; retry if the build times out.
- Extract locally before uploading to cloud backup or accountant portals.
- Bulk ZIP respects your role; viewers may need an Owner to download.
- New uploads after the ZIP mean you need a fresh download for a complete backup.
Related guides
Tip: Schedule a quarterly bulk ZIP to Business HQ owners so off-site backups always exist.
Frequently asked questions
How large can the ZIP get?
Depends on years of scans. Use wired internet for multi-gigabyte downloads.
Does ZIP include deleted invoices?
Only files currently in Browse at download time.
Can accountants request this?
Give them Accountant role or send the ZIP yourself.
Scenario walkthrough
Imagine it is the 28th of the month. You log in at /login, land on Dashboard (/dashboard), and scan the stat tiles: Tracked spend, Estimated tax (if on Business), Account credit, and Open invoices for your FilePile subscription. You open the Upload tab, add any PDFs that arrived today, then switch to Processing until each row shows completed. You check Ledger for amounts and Browse for folder paths. If Business HQ (/account/business) applies to your plan, you open the relevant panel next. Finally you visit /docs if you need a deeper guide.
Glossary (FilePile terms)
- Dashboard: main workspace at /dashboard with Upload, Processing, Ledger, Tasks, Browse tabs.
- Business HQ: owner tools at /account/business including Payment Command Center, Email Invoice Inbox, Spend Budgets, Approval Workflows, Bank Reconciliation, Tax estimates, Executive P&L, and Accounting export/import.
- Profile: separate business archive under one login; see /account/profiles.
- Ledger: searchable table of processed vendor invoices.
- Tasks: review queue for missing fields or billing mismatches.
Keyboard and navigation habits
Use the left sidebar consistently: Dashboard for daily PDF work, Business HQ for payables and reporting, Reminders at /account/reminders for email preferences, Help center at /docs for articles like this one. The Invoice workspace never uses a tab named Process; uploads always start on Upload.
When to contact support
Contact support if a valid PDF fails after three retries on Processing, if team invites never arrive, if billing charges look incorrect on /account/invoices, or if Business HQ panels stay locked after a confirmed upgrade. Include your account email, active profile name, and screenshot of the error row.
Record-keeping reminder
FilePile sorts and extracts PDFs you provide. It does not replace professional tax, legal, or accounting advice. Keep original vendor emails and bank records alongside your FilePile Browse archive for audit readiness.
Disaster recovery
Store quarterly bulk ZIP copies off-site (encrypted drive or accountant vault). Your Dashboard archive is convenient but not a substitute for backup policy your firm already maintains.
Quick reference card
| Item | Value |
|------|-------|
| Login | /login |
| Register | /register |
| Dashboard | /dashboard |
| Business HQ | /account/business |
| Company | /account/company |
| Reminders | /account/reminders |
| Help | /docs |
| Plans | Free (25/mo), Pro, Business |
| Upload types | PDF only on Dashboard |
| Workspace tabs | Upload, Processing, Ledger, Tasks, Browse |
Keep this table handy when onboarding teammates so nobody searches for a Upload tab that does not exist.