Export or delete your data

Your data is yours, and you can take a copy of it whenever you like.

Export your data

Go to Settings, then Export your data.

This is the broadest read in Kontala - every salary and every bank transaction in one file - so it needs the Full Access permission level. A read-only observer cannot run it.

There are two kinds of export, and you can create either:

• Account data - one .xlsx workbook with a sheet for each kind of record: Company, Users, Contacts, Projects, Bank Accounts, Bank Account Transactions, Bank Account Entries, Invoices, Bills, Expenses, Payslips, VAT Returns, Corporation Tax Returns, Final Accounts Reports, Opening Balances and Year Ends.
• Files and attachments - one .zip of every receipt, bill document and file you have uploaded.

Exports are prepared in the background. You can carry on working, and Kontala emails you when yours is ready.

Each export stays available for seven days, then is deleted. Creating a new one does not affect the ones already there.

What the workbook does not carry yet

Credit notes, bill credit notes, estimates, purchase orders, products and stock, capital assets, CIS, manual journals and the general ledger have no sheet yet.

They are still in Kontala - this file just does not carry them.

What else you can download

• Documents. Invoices, estimates, credit notes, purchase orders, payslips, P60s, P45s and P11Ds each download as a PDF from their own page.
• Reports. Most reports have an Export report button that downloads a CSV.

Ask for deletion

To close your account and have your data deleted, email support@kontala.com with your company name and what you want removed.

Take your export first - once the account is closed, your copy of the records goes with it.

Two honest caveats:

• Returns and submissions already filed with HMRC or Companies House stay on record with them.
• Some accounting records must be kept for as long as tax law requires, and we will tell you if that applies.

These requests are part of your rights under UK GDPR - see GDPR and your data rights. For anything else, see Contact support.