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  1. Common Questions and Issues for the Customer Experience Team
  • January 17, 2023 03:26
  • Updated

How to create a customized Bill template for export

Goal:

  • Creating an export Bill template 
  • Creating a Procurify template 
  • Exporting Bills from Procurify 
  • Creating a customized Bill template 

Create a Procurify Template for Export: This process will only need to be completed once. After you've created the template, you'll be able to easily access and export this template every time you wish to export a customized Bill template. 


Steps:

  1. In Procurify's Application select Settings → Export Data
  2. Locate Bills, and select Prepare CSV
  3. Select the dropdown Format Type and select +Create new formatmceclip0.png
  4. Select the gear icon mceclip1.pngand select Deselect All 
  5. Type in the field Formate Name. Example: Bill Template 1 
  6. Click the gear icon again, and select the columns necessary for the template. Here are a few examples of commonly used columns: Vendor, Invoice Number, Invoice Date, Invoice Due Date, Quantity, Unit Amount, and Account Code. 
  7. You can update a specific column name by clicking into the field and updating the name of the field. 
  8. Here is an example of what a template may look like: 
  9. mceclip0.png
  10. If you're ready to export the data, select Create Format

 

Additional Information:

  • Importing and Exporting Data
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