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  1. Exporting Data
  • December 22, 2022 21:42
  • Updated

How to export and view all Bills

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? 

 

Steps:

  1. Navigate to Settings from the left-hand navigation bar

  2. Under the Tools section, select Export data

  3. Select the Prepare CSV button under Bills

  4. Select the appropriate date range and filter Bill Status 

  5. Select the option to export the file

  6. 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.
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