Export a List of Invoices

  1. Navigate to the Company level Payments tool.

  2. Click the Subcontractor Invoices tab.

  3. Click the Export drop-down menu and choose one (1) of these options from the drop-down menu:

    • CSV. Downloads a CSV copy of the table data and sends it to you in an email with the subject line: "Your CSV export of Subcontractor Invoices is ready."

    • PDF. Generates a PDF copy of the table data and sends it to you in an email with the subject line: "Your PDF export of Subcontractor Invoices is ready."

      Note icon Notes

      • Click the Download link in the email to view the file on your computer.

      • Any grouping, filtering, and search filters applied to the table data are reflected in the exported file.

Manage Rows & Columns
Create Disbursements