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FAQ - Accounting & Finance Teams
How do I see a report of Purchase Order items by Account Code?
How do I see a report of Purchase Order items by Account Code?
Updated over a week ago

At the current time, there is no Report that displays Account Codes and PO's. However, it is possible to export this data in a CSV file. The following article outlines how to Export this data within Procurify.


Steps:

You will need access to Settings and Export Data to complete these steps.

  1. Navigate to Settings → Export Data

  2. Select Prepare CSV beside Purchase Order Items

  3. Input the specified Date Created, and select Item Status

  4. Once the file is downloaded, select the Download CSV button

Additional Information:

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