To back up your data:
- Go to Settings -> "Gegevens downloaden" (download your data)
- Download CSV exports for invoices, customers, and expenses, or the full backup available there
- Confirm the downloaded files contain the records you need
CSV exports are available from the Starter plan. If you back up regularly, pick a fixed moment, for example after closing each quarter.
TIP
For MyCompanyDesk support staff, the admin panel also has a Create backup action and a Download data action for workspaces. The admin panel's Clear cache action flushes the shared cache service (and any module-level KPI cache), and Invalidate sessions bumps a global cutoff that rejects every session token issued before it. These tools are not part of the customer-facing settings pages.