Goal:
- Exporting unbilled POs
- How do I export PO unbilled data from Procurify?
Steps:
- Select SETTINGS on the left-hand navigation bar
- Select Export Data
- Select Unbilled PO items
- Select 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 will be able to perform the following steps.
- At the current time, it is not possible to export the data in PDF format