Exporting Accounts Payable Information

To export Accounts Payable information:

1. Open the screen that displays the kind of data that you want to export. (You can export setup records, vendor records, and transactions.)

2. If necessary, use the screen to create or select the records you want to export.

   For example, to export an invoice batch, create the batch in the A/P Invoice Entry screen, or select an existing batch.

3. Click Options > Export.

4. If the File Import/Export Selection screen appears, select the type of data to export, and then click OK.

   Example: When you export vendor records, you use the File Import/Export Selection screen to specify Vendor, Statistics, or Comments.

5. On the Export screen that appears (depending on the type of records you are exporting):

   1. In the File Type field, specify the format in which to save the exported data.
   2. In the File field, specify the name and location for the export file.

   3. Select the type of information to export. You can also:

      • Click Load Script to choose a template that specifies the information you want to export.
      • Click Set Criteria to limit the range of records to export using criteria.
      • Click Options > Display Export Fields to view a list of fields you can export.
6. If you frequently export information with these specifications, click Save Template to create an export template that you can use the next time you export this data.

7. When ready, click OK to begin exporting.

   If you specified a folder and file that do not yet exist, Accounts Payable asks whether to create them.

Last published: 4/8/2016