There are many ways to export your invoices to your company's Accounts Payable Team. This guide will explain how to configure the AP Batch Export Spreadsheet.
When a batch is created in Brightflag, a single spreadsheet is generated per batch. Having the correct information on your AP file can reduce back and forth with your AP team and can save them time when inputting the data into AP software.
The AP spreadsheet can be generated in the formats .csv .xlsx .xml. or .data.
Depending on your AP team’s requirements, the file can be configured to include any of the below columns in any order. The field names can also be cutomised.
Invoice Due Date
Review stage Reviewer Email
Matter Lead User Email
Billing Start Date
Billing End Date
Entity Tax ID
To configure your AP spreadsheet, reach out to your company's designated Brightflag Customer Success Manager or Submit a Request to the Brightflag Support team.