Exporting Financials via Search
Step 1: Navigate to the Financials Search you wish to download
Step 2: Refine
Using either the Supplier Bills or Client Invoice search capability, refine your search to what you wish to download using one of the many search criteria available:
*Note: When downloading to CSV, the dates are in a "YYYY-MM-DD" format (i.e 2018-02-28). However, when exporting to excel, even though they are exported in this format, they can be converted to the format depending on your excel setting, you can reformat them in Excel if desired.
Step 3: Download to CSV or Excel
Exporting via Individual Lead
Step 1: Choose a Lead you wish to export Financials
Go to the lead you wish to export financials such as Trip Costs, Supplier Bills or Client Invoices.
Note: each section (Trip Costs, Supplier Bills, and Client Invoices can only be exported individually).
Step 2: Download Selected Section
Once on the Financials Tab, Choose one of the three sections to download (Trip Costs, Supplier Bills, Client Invoices)to download
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article