An Invoice Inbox Export can be created from within the Inbox menu by users with the Create Invoices role.
To complete an Invoice Inbox Export, go to Invoices module > select Inbox > use Filters for desired Invoice Inbox data (e.g. Supplier, Tags, State and Date range) > click Export > select Export Invoices.
Once completed, the Job Submitted pop-up box will appear > select here hyperlink.
The Backgrounds Jobs screen will populate > select the Download link once the file is in a Finished State.
The Invoice Inbox export data includes:
- 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