Invoice Export Overview
Invoice exporting is a straightforward way to choose from a list of stores and vendors, and then export all invoices in a specific date range to a Microsoft Excel file. This can then be viewed/manipulated/imported into any software that would accept imports. This detailed export provides GL AP account codes, invoice number, dates, vendor ID, total costs, as well as a variety of other columnized data.
Navigating to the Invoice Export Module:
To reach the Invoice Export module:
Login to Control Center
- Choose Inventory
- Choose Receiving
- Choose Invoice Export
Understanding the Invoice Export Module Layout
Please see the image below labeled Figure A for a description of the buttons and fields that appear on the screen.
Exporting the Invoice:
Follow the steps mentioned below to export the
- Click the “Invoice Export" button
highlighted in Figure A above to export
- The form highlighted in Figure B will appear on your screen.
- Click on the Export button to download an excel sheet. See
- Only Numeric Invoice: If this option is toggled on, see (Figure D), then it
will only display the numeric value in the invoice excel sheet.
- If toggled to True, Only Numeric Invoices gives the only numeric result as highlighted in Figure E.
Invoice Tax Rules
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