Permission Required: Users with the Admin Profile and Custom Profile can access this feature
Regional Availability: Australia, India, Indonesia, Singapore, United States
Overview
Volopay offers the ability to export Purchase Orders (POs)—both individually and in bulk—into a CSV format. This feature is particularly useful for accounting, audits, or internal reporting, allowing for seamless data analysis and integration with other financial systems.
Step-by-Step Guide to Exporting Completed Purchase Orders
1. Navigate to the Procurement Module
Go to your system’s main navigation menu and click on Procurement.
2. Go to the 'Completed' Tab under Purchase Orders
In the Procurement module, click on the Completed tab.
This section lists all Purchase Orders that have been:
Fully received
Fully billed
Or manually marked as completed.
3. Select the Purchase Orders for Export
You can select the individual line items by checking the boxes next to each of them.
Alternatively, use the “Select All” checkbox to export all completed purchase orders in that section.
4. Click on 'Export'
After making your selection, click the Export button. This will initiate the export process.
5. Download the CSV File
The system will process your request and generate a CSV file.
Depending on the exported data, the file will contain all the necessary fields, structured in a format that can be used for further analysis or data processing.