Permission required: Users with the Admin Profile and External Accountant.
Regional Availability: Australia, India, Indonesia, Singapore, United States
Overview
Exporting payments involves transferring data related to payments from one system to another or from one format to another. This process is important for maintaining accurate financial records and ensuring that payments are processed correctly.
How to Export
All the bill pay transactions can be exported to an excel format by selecting the transactions in either of the stages :
Bill Pay Stage | Description |
Invoice inbox | Drafts for bill payments |
Approvals | Bill payments pending for approvals |
Payments | Approved bill payments that are not paid yet |
Failed | Failed bill payments |
Paid | Paid bill payments |
Navigate to the Bill pay module on the Volopay platform and visit the Tab for which the data export is required.
Select the stage where you want to export your transactions.
Here, click on the export icon on the top right to export the data in csv format
The file will be available for download in the Exports section of the module
5 . You could also select all the transactions and Bulk export them as shown below:
6. The Bill Pay transactions can also be exported from the [Accounting] Tab. Navigate to the bill pay section of the accounting module and select the transactions that need to be exported as shown below :
