Export a list of all our invoices to excel

Question

Hello,

I would like to export a list of all our invoices to excel. How do I do this?

Thanks,

TTCM

Komal_S · Answer

Hi @ttcm

To do that, you can go to Find transactions window>>Card and select the supplier to bring up their transactions.

ttcm · Answer

Hello, thanks for your help. I simply want to write the supplier name in a search field and find the transaction? Is there a way to do this? I would prefer to not have the export etc.

Komal_S · Answer

Hi @ttcm

You can use the Import/Export Assistant to export the sales as .csv or .tsv files and then open those with Excel. Please feel free to reach out if you have further questions on this.