Invoice Inbox - Export

  • Updated

Users with the Create Invoices role can create an Invoice Inbox Export report. That includes data on the invoice stubs currently in the Inbox.

 

Essential Details

  • Background Jobs: If you are exporting a large amount of data, it might take a minute to process. You don't have to stay on the page; you can come back to the Background Jobs screen later to find your file.
  • Exports are processed as Background Jobs and are available for 7 days for download (in CSV format).

 

Procedure to Create and Download the Export

  1. Navigate to Inbox: Go to the Invoices module > select Inbox.

  2. Apply Filters (Optional): Use Filters to narrow down the desired Invoice Inbox data (e.g., Supplier, Tags, State, and Date range).

  3. Initiate Export: Click Export. 

  4. Access Background Jobs: Once the job is submitted, a Job Submitted pop-up box will appear. Select the here hyperlink.

 

  1. Download File: The Background Jobs screen will populate. Once the file is in a Finished State, select the Download link.

 

Included Export Data Fields

The Invoice Inbox export data contains the following fields:

  • Email Address (which is the From: email)

  • Subject

  • State

  • Date Submitted (DATE/TIME format)

  • Supplier Name

  • Supplier ID

  • Order Number

  • Invoice Number

  • Date Invoice Created (DATE/TIME format)

  • Tags

  • Assignee.