• Updated

How do I see a report of Purchase Order items by Account Code?

At the current time, there is no Report that displays Account Codes and PO's. However, it is possible to export this data in a CSV file. The following article outlines how to Export this data within Procurify. 

Steps:

  1. Select Settings 

  2. Select Export Data 

  3. Select Prepare CSV beside Purchase Order Items 

  4. Input the specified Date Created, and select Item Status

  5. Once the file is downloaded, select the Download CSV button

 

Additional Information:

  • You will need access to Settings and Export Data to complete these steps.