Customize and export the Bills page

Customize the columns on the bills page to show only the columns that are important to you. You can also export and download bills, based on filters and columns applied, to get the exact information you need right from the Bills page.


Customizing the bills page

To customize the bills list page to show or hide columns:

  1. Click Customize columns
  2. Check boxes to show columns, or uncheck boxes to hide columns
  3. Columns available will depend on your enabled classifications and features:
    • Invoice #
    • Attachments
    • Notes
    • Vendor
    • Chart of account
    • Location
    • Department
    • Class
    • Invoice date
    • Due date
    • Approval status
    • Currency
    • Invoice amount
    • Balance due
    • Payment status
    • Process date
    • Type - Est Arrival
    • Payment amount
    • Pay from
  4. Click Apply

Exporting the bills page

Export the bills shown on your bills page, based on filters and columns applied, by using these steps:

  1. Click Bills in the left navigation menu
  2. Click More actions
  3. Click Export .CSV or Export to Excel

Things to know

  • The exported file will appear in the Downloads section of your browser, titled "export" or "export-X" with X being the number of the export. For example, the first export file will be called "export," the next one will be called "export-2" and so on
  • Depending on the filters and columns you have applied, the download will have the same filtered data
    • The filter list itself is not exported
  • The export does not include the values for associated documents, notes, checkboxes and/or actions