Accountant pack export for client receipts
An accountant pack in Smarainbox is a workspace-scoped export of client receipt records the accountant has reviewed and marked Ready. It helps accountants keep Needs Review items out of export, include originals only when enabled, and prepare cleaner records before downstream bookkeeping or tax work.
Last updated: 30 June 2026
Workflow summary
- Client receipts land in a workspace Receipts are collected inside the selected client workspace.
- Accountant reviews unclear records Missing, uncertain, or low-confidence records stay in Needs Review.
- Accountant corrects key fields The accountant checks merchant, dates, totals, VAT, category, and notes where needed.
- Accountant marks clean records Ready Checked records move out of Needs Review and into the Ready queue.
- Ready records enter the export scope Only Ready records in the selected workspace are eligible for the accountant pack.
- Accountant exports the workspace-scoped accountant pack The export is generated for one client workspace, not a mixed client inbox.
- Accountant uses the pack for downstream bookkeeping preparation The pack supports preparation before separate bookkeeping, accounting, or tax workflows.
Accountant pack export FAQ
What is an accountant pack in Smarainbox?
An accountant pack is a workspace-scoped export of reviewed client receipt records. It is prepared after unclear records have been checked and clean records have been marked Ready.
Which receipts are included in the accountant pack?
The accountant pack includes Ready records from the selected client workspace. Receipts still in Needs Review, Failed, or another non-ready state are kept out of the export scope.
Why does Ready matter before export?
Ready is the accountant's checkpoint before export. It means the key receipt fields have been reviewed enough to enter the selected workspace's accountant-pack scope.
Is the export scoped to one client workspace?
Yes. Accountant pack export is scoped to one selected client workspace so one client's receipts are not mixed with another client's records.
Can original receipt files be included?
Original receipt files can be included only when accountant-pack original-file export is enabled and the stored source files are available. Otherwise, the pack focuses on reviewed receipt records.
Does Smarainbox post records into accounting software?
No. Smarainbox sits before bookkeeping and accounting software. It helps collect, review, mark Ready, and export records; it does not post records into ledgers.
Is accountant pack export the same as tax filing?
No. Accountant pack export is preparation work before downstream bookkeeping or tax workflows. Smarainbox does not prepare or file tax returns.