How to Export Trip Costs, Supplier Bills, and Client Payments

Modified on Mon, 26 Aug, 2024 at 11:07 AM

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.

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Step 3: Download to CSV or Excel

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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