Goal:
Exporting unbilled POs
How do I export PO unbilled data from Procurify?
Steps:
Navigate to Settings → Export Data
Next to Unbilled PO items, click Prepare CSV
Input a Received date or leave it as is for all time
You can filter by Item status or Vendor
Leave the check box selected to Email a copy of the CSV after exporting
Select Export CSV
Select Download CSV
Success! You've downloaded unbilled Purchase Orders from Procurify.
Additional Information:
Only users with Export Data permission under Settings can perform the following steps.
It is not possible to export the data in PDF format