Stax Bill allows you to export your posted or draft invoices search results in CSV format for further analysis using other tools or for reporting purposes. You can also schedule these imports so that they are available at specified intervals.
Only filtered results are exported. Therefore, ensure you have applied the correct filters to reflect the subset of invoices you wish to export before beginning the export process. For more information about filtering the Invoices Grid, see Search for Posted Invoices.
To export the invoices search results:
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On the Posted or Draft Invoice Overview page, click Export in the upper right corner of the page.
The Invoices - Export CSV pop-up appears, noting the total number of filter results to be exported.
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Optionally, add a Reference code.
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Specify whether you want a Summary or Line Item report
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Specify whether to include basic or full customer details.
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Click Export. To schedule the export, click Schedule. Enter the delivery method, email or server along with the date range and click Schedule to finish.
Once the export process is completed, a success screen appears, and an email is automatically sent to the user requesting the report.
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Download the report:
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Click Download on the success screen.
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Navigate to Home >Jobs >Exports, find the correct file and click Download in the Actions column.
The CSV file is downloaded to your default Downloads folder.
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