Exporting Invoice Files

You can export a CSV file containing invoices where the capture date or the invoice date (as selected) falls within a selected period.

  1. Open the Draft Invoice page.

  2. Click ExportBtn Export on the menu bar.

    This opens the Export Options pop-up dialogue.
    DraftInvoiceExportOptions

  3. Select Capture Date or Invoice Date from the Date Field drop-down list.

  4. Select a From date.

  5. Select a To date.

  6. Click the ExportBtn Export button.

    A CSV file is generated, containing the draft invoices where either the Capture Date or the Invoice Date falls between the selected dates. The file is named: "Invoice_Automation_Dashboard_Exported_[YYYY-MM-DD]" and is saved to your Downloads folder.

    The export file is not limited to what appears in the search results grid.

  7. Click the Close button to close the Export Options dialog.