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.

 

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.