How to create a customized Bill template for export

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 format
4. Select the gear icon and select Deselect All 
5. Type in the field Format 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. 
10. If you're ready to export the data, select Create Format