Customize and export the Bills page

Customize the columns on the bills page to show only the columns that are important to you. You can also export and download bills, based on filters and columns applied, to get the exact information you need right from the Bills page.

Customize

To customize the bills list page to show or hide columns:

  1. Click the gear icon in the Actions column
    Bills list page
  2. Check the box to show the column, uncheck the box to hide the column
    • Columns available to show/hide:
      • Chart of account
      • Invoice date
      • Due date
      • Invoice amount
      • Balance due (unchecked by default)
      • Type
      • Payment status
      • Approval status
      • Attachements
      • Notes
    • The following columns cannot be hidden:
      • Invoice #
      • Vendor
  3. Click Apply

Customize columns

Export

Export the bills shown on the screen, based on filters and columns applied, by using these steps:

  1. Click Bills in the left navigation pane
  2. Click More actions
  3. Click Export .CSV or Export to Excel

Bills list export

Things to know

  • The exported file will appear in the Downloads section of your browser, titled "export" or "export-X" with X being the number of the export. For example, the first export file will be called "export," the next one will be called "export-2" and so on
  • Depending on the filters and columns you have applied, the download will have the same filtered data
    • The filter list itself is not exported
  • The export will not include the values for associated documents, notes, checkboxes and/or actions