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Data Exports

Export pay applications / draws and other helpful invoice documentation with one click.

Zack Beveridge avatar
Written by Zack Beveridge
Updated over a week ago

Export a Pay Application

  1. Navigate to the Project Page

  2. Select the Pay Apps tab

  3. Select the Billing Period (current is default)

  4. Click 🔼 Export Pay App

  5. Download your exported pay application

    1. It will be sent via email in 2-3 min

    2. Download directly using the ⬇ Recently Downloaded Reports button

Export Invoices

  1. Navigate to Accounts Payable

  2. Select the Invoices you wish to export

  3. Click on the 🔽 Options dropdown

  4. Choose your Export Type

    1. Export to PDF - collate all stamped PDFs into one document and send via email

    2. Export to CSV - direct download CSV file of invoice details (no PDF included)

    3. Send to App - Send the selected invoice to your application sync staging

  5. Download your exported

    1. It will be sent via email in 2-3 min

    2. Download directly using the ⬇ Recently Downloaded Reports button

Not Receiving Exports Via Email

💡If you aren't receiving your documents via email, you can always access them from the ⬇ Recently Downloaded Reports button located in the top toolbar. Here will be a list of all requested exports since your session started. Click on an entry to download it directly.

If you have an IT team or access to an email account where a good amount of emails are filtered out, it's a good idea to add certain addresses to the safe sender list to make sure that emails are received without any issues.

Data exports are sent from: [email protected]

Add this email and the domain inbuild.ai to your safe senders list and contacts to help ensure that you receive reports in the future. If you have an IT manager, consider discussing any possible filtering rules that may be blocking you from receiving emails from.

PDF Sorting Order

Data exports with attached PDFs are sorted by default in assigned Cost Code order. So a PDF coded with 100 will appear before 101. This can be adjusted to sort by Vendor Name in alphabetical order. Reach out to [email protected] or our in-app chat to make the switch.

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