Filtering Accounts Payable
Within the Accounts Payable tab you can filter invoices to get a more detailed look and find exactly what you're looking for. Once you are in the By Project, By Vendor, or All Invoice view you will see the filter toolbar.
By default, these views are already filtered with the Hide Archives option, which will hide any invoices from previous billing periods. To see All Invoices, click the ❌ to remove the filter.
To filter by specific attributes, click the 🔽 Add Filter dropdown. This will present options to filter by Billing Period, Status, and App Sync. To filter by a specific status, click the relevant dropdown and select an option. To remove a filter click the ❌ next to the entry.
Exporting the Data
Once you've found your data, you can export your documents in a number of formats.
Select your relevant invoices with the ☑️ Checkbox
Click the 🔽 Options dropdown
Here you will see the export options:
➡️ Send to App
📄 Export to PDF
📊 Export to CSV
Depending on your selection, the data will be instantly downloaded, or sent to your application staging center
💡 We can integrate any of this data with existing software that you are using, whether that's accounting software or management software.
FAQs
Where is this information stored?
Where is this information stored?
The information is stored in the cloud, meaning you can access all of your data at any time.
Is it best to export out of the project, vendor, or all invoices view?
Is it best to export out of the project, vendor, or all invoices view?
This all depends on how you want to select the data to export. The data that is being exported is only correlated to the invoice or invoices that you have selected.
Which App will receive the exported data?
Which App will receive the exported data?
The data is sent to all application staging pages. From here, you will have the final selection as to which Apps you sync with.