Invoice Export

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)

The batching and upload of invoice batches can be automated and/or staggered:

• Automated - invoice batches are automatically uploaded on a regular basis.
• Staggered - the number of invoice batches that are uploaded within 24 hours can be limited.

Please contact Support if you wish to have your invoice batches automated, staggered, or both.

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.