Export a list of bills
Export a list of bills in CSV, Excel, Word, or PDF format, directly from the Bills list page.
| Subscription |
Accounts Payable |
|---|---|
| User type |
Business Employee Project Manager Warehouse |
| Permissions |
Bills: List, View |
| Restrictions |
Up to 25,000 records |
-
Go to Accounts Payable > All > Bills.
When you access the list from the top level, you initially only see records created at the top level. To see records created within entities, select Filters and then select Include entity records. Select Apply to update the filter.
- Sort, filter, and configure columns in the list to show the data in the way you want to export it.
You can export up to 25,000 rows at a time.
If you plan to export the list regularly, you might want to create a custom view that you can reuse.
-
Select Export and then select an export option.
CSV, Excel, and Word files are downloaded through your browser.
PDF files open in a viewer automatically. You can download or print the file directly from the viewer.
-
Go to Accounts Payable > All > Bills.
If you're viewing from the top level, you only see bills created at the top level by default. To view transactions created at the entity level, select Include private.
-
Sort and filter the list to show list as you want to export it.
You can export up to 25,000 rows at a time.
If you plan to export the list regularly, you might want to create a custom view that you can reuse.
-
Select Export and then select an export option.
CSV, Excel, and Word files are downloaded through your browser.
PDF files open in a viewer automatically. You can download or print the file directly from the viewer.
