How to Manually Create & Download AP Batch Exports

As an Admin, you can manually batch export approved invoices that have not yet been sent to your AP team.

📌 Why Use Manual Batch Exports?
✔️ Bypass scheduled batch exports when urgent invoices need processing.
✔️ Expedite invoice payments by manually selecting and exporting specific invoices.
✔️ Maintain flexibility in AP processing by creating on-demand batches.

🔹 How to Manually Create an AP Batch Export

👤 Admins Only

1️⃣ Go to: Menu > AP Export.
2️⃣ Use the filters or search bar to locate the invoice(s) you need to batch.
3️⃣ Select invoices by clicking the checkbox beside each Invoice Number.
4️⃣ Click "Create Batch" (top-right of the screen).

📌 Important Note:

• Manual batches are not automatically sent to AP.
• The batch will only be stored in the AP Export section.
• You may need to download and manually send the batch to your AP team.

🔹 How to Download an AP Batch Export

1️⃣ Go to: Menu > AP Export.
2️⃣ Click the "Batches For Export" tab at the top of the page.
3️⃣ Locate the required batch:

• The most recent manual batch will be at the top of the list.
• Click the arrow (⏵) beside the Batch ID to view invoices included in the batch.
  4️⃣ Click "Export Batch" to download the batch file.
  5️⃣ Click "Export PDFs" to download invoice PDFs.

📌 Note: Ensure you send the batch to your AP team after downloading if needed.

🔹 Summary of Manual AP Batch Export Steps