Exporting Conversion History for Audits

Learn how to use your BillToSheet conversion history for audit trails. Document what was converted, when, and prepare records for internal or external audits.

Frequently Asked Questions

What conversion history is available?

Your dashboard shows each conversion with date, invoice details (vendor, number, total), and download links. This provides an audit trail of what was converted and when.

How long is conversion history retained?

Logged-in users can access conversion history for 30 days. Downloaded files are stored for 30 days. For longer audit retention, download and archive your CSV files externally.

Can I export my conversion history to a spreadsheet?

Your dashboard displays all conversions. You can manually copy the list or take screenshots for audit documentation. A formal export feature may be added in future.

What should auditors look for in conversion records?

Auditors may want to verify that invoice data was accurately extracted. Keep your original PDFs and compare key fields (invoice number, total, date) to the CSV output for sample testing.

How do I prove data integrity for audit?

For critical audits, retain original PDFs alongside converted CSVs. The consistent structure of our output (invoice details + line items) allows auditors to trace from source document to imported data.