How to download excel version of invoice

Updated April 24, 2024 10:57

This guide details how to download an invoice as an Excel document, providing the data extracted from the vendor's invoice in a different format.

Please see these guides regarding how to download other invoice documents:

To download Excel of an invoice:

1. Find the relevant invoice by navigating to Menu > Invoice Management > Invoices.

2. Open the invoice you wish to download, click the download icon, and select the Excel option:

3. Once downloaded, the Excel file will look like the one below:

In this file, you can see the invoice overview, detail lines, and disbursements in each respective tab:

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