Pro and Business customers can download ZIP files of sorted invoices by vendor or month from Browse. Accountants use these exports instead of clicking through hundreds of individual PDFs.
What this guide covers
Per-folder ZIP downloads, what files are included, and how exports differ from bulk archive downloads.
Before you begin
- Pro or Business plan.
- Processed files visible on the Browse tab.
Step-by-step: export one month
- Open Dashboard (/dashboard).
- Click Browse.
- Expand a vendor, then Invoices, then a month folder (for example April_2026).
- Click Download ZIP on that month folder.
- Extract locally and send to your bookkeeper.
Step-by-step: export a vendor year
- In Browse, select the vendor root folder when the UI offers a ZIP action.
- Download and verify all month subfolders are inside.
- Pair with Accounting Export Hub CSV if they need a register.
What is included
- invoice.pdf for each processed bill in the folder.
- expense-justification.pdf when billing verification created one.
- Folder paths preserved inside the ZIP for easy import to drive tools.
What you should see
- ZIP file size proportional to PDF count and scan quality.
- File names matching invoice references inside each month folder.
- No CSV inside ZIP unless you export separately from Business HQ.
Tips and common issues
- Business users can also use Bulk ZIP downloads for the entire tree.
- Re-export after uploading late corrections so the ZIP matches Ledger.
- Scanned PDFs are larger; warn accountants before emailing huge ZIPs.
- Viewers may need an uploader or owner to trigger downloads.
Related guides
Tip: Export the prior month ZIP on the 5th of each month so accounting always starts from a clean package.
Frequently asked questions
Why is my ZIP empty?
The folder may have no completed PDFs yet. Check Processing.
Can I automate monthly ZIP email?
Not built-in; download manually or use bulk ZIP on Business.
Do ZIPs include images I attached in Tasks?
Justification PDFs appear when generated; task images are embedded there.
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.
Versioning for accountants
Name downloaded ZIP files with profile, vendor, and month (for example MainCo_Acme_April2026.zip) before emailing. Accountants receive many client ZIPs; clear names reduce misfiles.
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.