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  1. Exporting Data
  • December 22, 2022 21:36
  • Updated

How to export unbilled Purchase Orders

Goal:

  • Exporting unbilled POs 
  • How do I export PO unbilled data from Procurify?

 

Steps:

  1. Select Settings on the left-hand navigation bar 
  2. Select Export Data 
  3. Select Unbilled PO items 
  4. Select Prepare CSV 
  5. Input a Received date or leave it as is for all time
  6. You can filter by Item status or Vendor
  7. Leave the check box selected to Email a copy of the CSV after exporting 
  8. Select Export CSV
  9. 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
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