Invoice Export

Invoice Export

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:
  1. Login to Control Center
  2. Choose Inventory
  3. Choose Receiving
  4. 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.


                                                               Figure A

Exporting the Invoice:

Follow the steps mentioned below to export the Invoice:

  1.  Click the “Invoice Export" button highlighted in Figure A above to export the invoice.
  2.  The form highlighted in Figure B will appear on your screen.

                                                         Figure B
  1. Click on the Export button to download an excel sheet. See (Figure C).

                                                                             Figure C
  1. 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.

                                                                   Figure D
  1. If toggled to True, Only Numeric Invoices gives the only numeric result as highlighted in Figure E.

                                                                              Figure E

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