Invoice Export

Modified on Wed, 2 Apr at 5:16 PM

Reports > Invoice Export

You use this screen to create invoice batch files to be sent to your finance system. You can

Preview batch
Create batch (if this is not automated)
View Problem Invoices (Invoices that could not be made ready to be included in a batch)

See here for more information on the Invoice Export. If you are using DirectP2P (DP2P) please see here for more information.

At the bottom of the page, you can also view batch history. You can choose the date range to view history for, as well as if you would like to include deleted batches in the history.

You can view the batch name; when it was created; type; current status (e.g. pending, completed, etc.); and date of completion.

If you click on a batch name, you can download the summary report.

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