Accounting export guide (export-first)
AAperture no longer syncs invoices to external billing providers (Pennylane) in-app. Users download a French PCG journal CSV and import it into the tool of their choice.
Where in the product
- Settings → Export & Import → Accounting CSV (
/settings/export-import) - Connections / organization billing / quote cards link to the same page
API
GET /api/exports/accounting?from=YYYY-MM-DD&to=YYYY-MM-DD&format=csv- Optional account mapping:
GET/PUT/DELETE /api/exports/account-mapping - Implementation:
backend/src/billing/exports/
Format
CSV journal lines for invoices, payments, and credit notes over the selected period. Default accounts (overridable via account mapping): 706 / 44571 / 411 / 512 / 709.
Validation checklist
- Create a paid invoice in the period
- Download CSV for that period
- Open in a spreadsheet — debit/credit balance
- Import into external tool (Pennylane, etc.) using their CSV import wizard
Decommission status
| Item | Status |
|---|---|
| UI connect Pennylane | Removed (export CTA) |
Worker external-billing | Unregistered |
| Schedulers sync/poll | Removed from module providers |
Nest external-billing/ / Pennylane sync | Removed (use this CSV export); DB tables deferred |
| DB tables / tokens | Deferred until prod drain |
See APP_CLEANUP_MAP.md Vague 6.