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Download bills and creditsLast updated on 11/28/2022

Download bills and credits to one or more XLSX files, which you can use to analyze Payables data in depth. Each XLSX file includes various data including vendor information, part details, costs, payment status, and more.


Things to know

If you haven’t already enabled Payables, see Set up Payables.


Download one or more bills

  1. Go to the navigation bar and click Accounting.

  2. In the side panel, click Bills.

  3. Click a status tab, such as Unreconciled or Discrepancy Identified, depending on the bills you want to analyze.

  4. Mark each bill that you want to download.

    Tip: To select all bills on the screen, select the checkbox at the top of the table.

  5. Click Download and select one of the following options:

    1. Download XLSX—Download bills as separate XLSX files based on vendor.

    2. Download XLSX (Single File)—Download all bills in one XLSX file.

    The bills download to your computer either as a ZIP file that includes separate XLSX files or as one XLSX file, depending on the option you selected. Open the XLSX files to analyze the bill data.


Download one or more credits

  1. Go to the navigation bar and click Accounting.

  2. In the side panel, click Credits.

  3. Click a status tab, such as Unreconciled or Canceled, depending on the credits you want to analyze.

  4. Mark each credit that you want to download.

    Tip: To select all credits on the screen, select the checkbox at the top of the table.

  5. Click Download and select one of the following options:

    • Download XLSX: Download credits as separate XLSX files based on vendor.

    • Download XLSX (Single File): Download all credits in one XLSX file.

The credits download to your computer either as a ZIP file that includes separate XLSX files or as one XLSX file, depending on the option you selected. Open the XLSX files to analyze the credit data.


Want to learn more?

See other articles in Payables.



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.