Finexio offers flexible reporting options, allowing you to export data across all tabs and grids, of:
- Invoices
- Payments in Progress
- Supplier Activity
- Delayed Payments
- Blocked Electronic Enrollments
Invoices Export
- Select Client Reporting (on the left side panel).
- Click Invoices tab (bottom of screen).
- Hover above the Payment Check Number column and select More Actions (3 dots).
- Click Export data.
- Ensure Data with current layout is selected.
- Scroll down and ensure the option .xlsx is selected.
- Click Export.
Payments in Progress Export
- Select Client Reporting (on the left side panel).
- Click Payments in Progress (bottom of screen).
- Hover above the Payment Method column and select More Actions (3 dots).
- Click Export data.
- Ensure Data with current layout is selected.
- Scroll down and ensure the option .xlsx is selected.
- Click Export.
Supplier Activity Export
- Select Client Reporting (on the left side panel).
- Click Supplier Activity Summary (bottom of screen).
- Hover above the Total Invoiced $ column and select More Actions (3 dots).
- Click Export data.
- Ensure Data with current layout is selected.
- Scroll down and ensure the option .xlsx is selected.
- Click Export.
Delayed Payments Export
- Select Client Reporting (on the left side panel).
- Click Delayed Payments (bottom of screen).
- Hover above the Invoice Number column and select More Actions (3 dots).
- Click Export data.
- Ensure Data with current layout is selected.
- Scroll down and ensure the option .xlsx is selected.
- Click Export.
Blocked Electronic Enrollments Export
- Select Client Reporting (on the left side panel).
- Click Blocked Electronic Enrollments (bottom of screen).
- Hover above the Invoice Number column and select More Actions (3 dots).
- Click Export data.
- Ensure Data with current layout is selected.
- Scroll down and ensure the option .xlsx is selected.
- Click Export.