Configuring the batch export spreadsheet correctly can streamline data processing, reduce errors, and save time for your AP team.
🔹 File Formats Supported
The AP batch export spreadsheet can be generated in the following formats:
| File Format | Description |
|---|---|
| .csv | Standard comma-separated values file (commonly used for AP processing). |
| .xlsx | Excel spreadsheet format for structured data review. |
| .xml | Extensible Markup Language format for data exchange between systems. |
| .data | Custom format for specific AP system integrations. |
📌 Tip: Check with your AP team to confirm which file format is best suited for their processing needs.
🔹 Customizing AP Batch Export Fields
Brightflag allows you to customize the fields and order in your AP batch file based on your company’s requirements.
📌 Available Fields for AP Batch Export
| Field Name |
|---|
| Vendor Name |
| Entity Name |
| Invoice Number |
| Invoice Date |
| Invoice Due Date |
| Currency Code |
| Invoice Totals |
| Approved Date |
| Upload Date |
| Review Stage |
| Reviewer Email |
| Invoice Status |
| Department |
| Matter Number |
| Matter Name |
| Matter Category |
| Matter Status |
| Matter Lead |
| User Email |
| Billing Start Date |
| Billing End Date |
| Entity Tax ID |
| Entity Address |
| Allocations Information |
📌 Customization Options:
- The order of fields can be customized based on AP team preferences.
- Field names can be renamed to match your AP system’s terminology.
🔹 How to Configure Your AP Batch Export
🔹 To customize your AP batch file, contact your company’s designated Brightflag Customer Success Manager (CSM).
📌 Important: Customization requires CSM support and may involve processing time before updates take effect.
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