Goal:
Determine how many Bills have been allocated to a Department
Check all Invoices allocated within a certain date range.
Can I export Bills?
Is it possible to export Bills?
Export Method #1:
This export method will create a record of approved bills exported from Procurify.
On the left-hand navigation bar, select Accounts Payable.
Select Manage Bills.
Select the Approved tab.
You can filter Bills by date, vendor, or currency, by selecting the filter option at the top of the screen. To export all Bills, refrain from filtering and select the checkbox at the top of the screen.
Once Bills ready for export are selected, click the Export CSV button at the top right of the screen.
Select the appropriate format type from the dropdown and select Submit. The file will be sent to the email associated with the account.
Export Method #2:
Navigate to Settings from the left-hand navigation bar
Under the Tools section, select Export data
Select the Prepare CSV button under Bills
Select the appropriate date range and filter Bill Status
Select the option to export the file
Once downloaded, open the file within Excel, or your spreadsheet tool of choice
Additional Information:
Once the file is downloaded, filter the file by the Department column and other columns within the spreadsheet.
Draft Bills are not exportable at the current time.