Goal:
- Get a list of all credit card transactions in Procurify.
Steps:
There are different export types you can use to download credit card transactions.
Purchase Orders
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Navigate to Settings.
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Go to Export Data.
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Select Prepare CSV across Purchase Order Items.
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Adjust the Date Created as needed.
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Select your Format Type. Note that we need to make sure that the Payment Method is selected if you have a custom Format type.
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Select Export CSV.
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Open the downloaded file, filter by Payment Method, and select the credit card name(s) you added in your domain.
Bills
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Navigate to Settings.
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Go to Export Data.
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Select Prepare CSV across Bills.
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Adjust the conditions as needed.
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Select your Format Type. Note that we need to make sure that the Vendor is selected if you have a custom Format type.
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Select Export CSV.
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Open the downloaded file, filter by Vendor, and select the credit card name(s) you added in your domain.
Expense
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Navigate to Settings.
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Go to Export Data.
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Select Prepare CSV across Expense Report History.
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Adjust the conditions as needed.
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Select your Format Type. Note that we need to make sure that the Payment Method is selected if you have a custom Format type.
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Select Export CSV.
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Open the downloaded file, filter by Payment Method, and select the credit card name(s) you added to your domain.
Additional Information:
- The user needs permission to Export Data under Settings.