Admins can manually create a batch export to send approved invoices to Accounts Payable (AP).
Manual batches are useful when invoices need to be processed before the next scheduled export.
When to Use Manual Batch Exports
Manual exports allow you to:
Send urgent invoices to AP
Export specific invoices on demand
Bypass the scheduled batch export
How to Create a Manual Batch
Admins only
Step | Action |
1 | Go to Menu → AP Export |
2 | Use filters or search to locate the invoices |
3 | Select invoices using the checkbox beside each invoice number |
4 | Click Create Batch |
The invoices will be grouped into a new batch.
Important Note
Manual batches are not automatically delivered to AP.
After creating the batch, you may need to download and send it to your AP team from the AP Export Section.
How to Download a Batch
Go to Menu → AP Export
Select the Batches for AP Export tab
Select the Export Type from the available dropdown above the list of batches
Locate the batch you want to download
Click Export Batch to download the batch file
Click Export PDFs to download invoice PDFs
Once downloaded, the files can be sent or uploaded to your AP system.