Overview
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.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
The Purchasing Module is required to use this feature.
Permission is required to use this feature. Please contact the account administrator on your team.
Things to know
If you haven’t already enabled Payables, see Set up Accounts Payable.
Download one or more statements
Go to the navigation bar and click Accounting.
In the side panel, click Statements.
Click a status tab, such as Unreconciled or Discrepancy Identified, depending on the statements you want to analyze.
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.
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.