Download bills, credits and paymentsLast updated on 04/17/2023
Download bills, credits, and payments 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.
Download one or more bills
Go to the navigation bar and click Accounting.
In the side panel, click Bills.
Click a status tab, such as Unreconciled or Discrepancy Identified, depending on the bills you want to analyze.
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.
Click Download and select one of the following options:
Download XLSX—Download bills as separate XLSX files based on vendor.
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
Go to the navigation bar and click Accounting.
In the side panel, click Credits.
Click a status tab, such as Unreconciled or Canceled, depending on the credits you want to analyze.
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.
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.
Download one or more payments
Go to the navigation bar and click Accounting.
In the side panel, click Payments.
Click a status tab, such as Unpaid or Ready for Approval, depending on the payments you want to analyze.
Mark each payment that you want to download.
Tip: To select all payments on the screen, select the checkbox at the top of the table.
Click Download and select one of the following options:
Download XLSX: Download payments as separate XLSX files based on vendor.
Download XLSX (Single File): Download all payments in one XLSX file.
The payments 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 payment data.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.