Bills = Exporting
Question asked by Gareth Ricketts 1 year ago
I'd like to run a weekly csv/excel export for all bills unpaid.
Is there any way to see the due date and also any notes?
Thanks
Gareth
Hi Gareth,
The purchase ledger should include the supplier and the due date. You can then use the Unpaid Bills (BACs) to obtain the account number and sort code for each supplier.
Unfortunately, it is not possible to export the notes of a bill as users' can input multiple lines which doesn't work well with single-line exports. I will log this with our Development team as well as including the bill due date in this report.
Tommy
Best answerHi Gareth,
Yes, you can do so by heading to Tools > Export > Export data > Select a date range > Select Purchase Ledger in the data type dropdown.
Tommy
The report suggested doesn't show:
Supplier, Bank Account or Notes
The "Tools > Export > Export data > Select a date range > Unpaid Bills (BACS)" is ideal for me but then that doesn't show:
Due Date or Notes.
I just need to run a report quickly each week or month that tells me who I can pay....
Hi Gareth,
The purchase ledger should include the supplier and the due date. You can then use the Unpaid Bills (BACs) to obtain the account number and sort code for each supplier.
Unfortunately, it is not possible to export the notes of a bill as users' can input multiple lines which doesn't work well with single-line exports. I will log this with our Development team as well as including the bill due date in this report.
Tommy
Best answerMuch appreciated thankyou
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