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:
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Navigate to SETTINGS from the left-hand navigation bar
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Under the Tools section, select Export data
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Select the PREPARE CSV button under Bills
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Select the appropriate date range and filter BILL STATUS
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Select the option to export the file
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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.