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Download statementsLast updated on 03/22/2022

Download statements to one or more XLSX files, which you can use to analyze statement 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 statements

  1. Go to the navigation bar and click Accounting.

  2. In the side panel, click Statements.

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

  4. Mark each statement that you want to download.

    Tip: To select all statements 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 statements as separate XLSX files.

    • Download XLSX (Single File)—Download all statements in one XLSX file.

The statements 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 statement 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.

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.