Goal:
Creating an export Bill template
Creating a Procurify template
Exporting Bills from Procurify
Creating a customized Bill template
Create a Procurify Template for Export: This process will only need to be completed once. After you've created the template, you'll be able to easily access and export this template every time you wish to export a customized Bill template.
Steps:
In Procurify's Application select Settings → Export Data
Locate Bills, and select Prepare CSV
Select the dropdown Format Type and select +Create new format
Select the gear icon
and select Deselect All
Type in the field Format Name. Example: Bill Template 1
Click the gear icon again, and select the columns necessary for the template. Here are a few examples of commonly used columns: Vendor, Invoice Number, Invoice Date, Invoice Due Date, Quantity, Unit Amount, and Account Code.
You can update a specific column name by clicking into the field and updating the name of the field.
Here is an example of what a template may look like:
If you're ready to export the data, select Create Format
Additional Information:
Templates created and saved in your domain are universally visible to users with access to export data from Procurify.