How to use haddock for audits
haddock makes your business audit process easier. You have two main options:
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
- Go to the Documents module
- Apply the filters you need:
- Dates (select the period you need)
- Supplier
- Category
- Document type (invoice, delivery note, or receipt)
- Document status
- Select the documents you want to export (you can select individual documents or use "Select all" if you have applied filters)
- Click the "Export" button (it appears when documents are selected)
- Choose the type of data you need:
- Summary and totals
- PDFs
- Products
- Accounting (if available in your region)
- Download in the format you need:
- PDFs (download as a ZIP file with the original documents)
- Excel
- CSV
📚 Step-by-step guide to export documents.
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
- Click your initial in the top-right corner to open the user menu
- Select "My restaurants"
- Choose the restaurant where you want to add the auditor
- Go to the "My team" tab
- Click the "Add user" button
- Enter the auditor's email address
- Assign the "Manager" role
- Click "Send invitation"
The auditor will receive an email with the steps to access the account and create their password.
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.
Updated on: 23/04/2026
Thank you!