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# How to use haddock for audits

haddock makes your business audit process easier. You have two main options:

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## Option 1: Export documentation

You can export invoices, delivery notes, and receipts with filters by date and supplier, and send them in a couple of clicks.

### Steps to export

1. Go to the **Documents** module

2. **Apply the filters you need**:
* Dates (select the period you need)
* Supplier
* Category
* Document type (invoice, delivery note, or receipt)
* Document status

3. **Select the documents** you want to export (you can select individual documents or use "Select all" if you have applied filters)

4. Click the **"Export"** button (it appears when documents are selected)

5. **Choose the type of data** you need:
   * Summary and totals
   * PDFs
   * Products
   * Accounting (if available in your region)

6. **Download in the format you need**:
* **PDFs** (download as a ZIP file with the original documents)
* **Excel**
* **CSV**

📚 [Step-by-step guide](https://help.haddock.app/en/articles/7872828-exportar-documentos) to export documents.

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## Option 2: Create a user for the auditor

You can create a user with the **Manager** role so the auditor can access the platform directly:

### What can an auditor with the Manager role see?

✅ **VAT and tax breakdown** (visible in the detail of each document)

✅ **Payment methods** (visible in the detail of each document)

✅ **Reconciliation status** (access to the bank reconciliation module)

✅ **All documents** (can view and export all restaurant documents)

✅ **Exports** (can run exports with the same filters available)

### How to create the user

1. Click your initial in the top-right corner to open the user menu

2. Select **"My restaurants"**

3. Choose the restaurant where you want to add the auditor

4. Go to the **"My team"** tab

5. Click the **"Add user"** button

6. Enter the auditor's email address

7. Assign the **"Manager"** role

8. Click **"Send invitation"**

The auditor will receive an email with the steps to access the account and create their password.

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## Do you need help?

If you need help setting up auditor access or exports, write to us through chat and we will guide you.

💬 **Desktop**: Look for the chat icon in the bottom-right corner.

💬 **Mobile**: Open the user menu to access the chat.