Bill export bill lists

Last updated May 6, 2026

Bill Export bill lists are predefined lists that help you view bills at different stages of your accounting workflow.

Bill export is the process of sending bills from EnergyCAP to your accounting system.

Typically, bills are entered, reviewed, and approved before they are exported.

When do I see export bill lists?

  • Additional bill lists are in the Bills module if Export to AP or Export to GL is enabled. (steps listed below)
  • Void bills are excluded from Bill Export bill lists.

Bills module menu with the Bill Export section expanded, highlighting Not Approved, Held from Export, Waiting for Export to AP, and Waiting for Export to GL.

INI file for reformatters

Download the INI file in the Bills module menu (three stacked lines at the top of the hierarchy panel). This INI file is used in some accounting reformatters.

Bill Workflow Settings screen with Bill Headers, Bill Import, and Bill Export cards, and a Download INI File link for each of Export to AP and Export to GL.

Configure bill export

Your choices made in Bill Export Settings determine what bill lists are visible in the Bill Export section of the Bills module. This option is locked and cannot be edited when you subscribe to Bill Capture.

  1. In the Bills module menu, choose Bill Workflow Settings.
  2. Edit the Bill Export section.
  3. Configure your export settings.
  4. Decide if your workflow requires you to include custom fields in the export.

Edit Bill Export Settings dialog with the Export to AP drop-down open, listing the five export timing options, with Export bills after batch closed and bills approved selected.

Edit Bill Export Settings dialog with Export to AP set to export bills after approval, Export to GL set to not export bills, and Include custom fields in export to AP checked.

  1. Save.
  2. Done.

Export actions

The Export menu is visible after you select bills in either the Waiting for Export to AP or Waiting for Export to GL.

Waiting for Export to AP bill list with two bills selected and the Export menu open, showing Export Selected Bills to AP and Download Sample File, with an arrow pointing to Export.

Export bills to AP or GL

When you export bills, the bills you select are:

  • Formatted
  • Exported to a text file
  • Marked as exported in EnergyCAP
A maximum of 10,000 bills can be exported at one time.

Generate sample export file

When you generate a sample export file, the bills you select are formatted and exported to a text file but are not marked as exported.

Reformatter errors

When the reformatter encounters an error, a notification is sent with a log file attached. The log file describes what is wrong and what needs to be fixed. For example, it may state that a required subcode is not populated.

Review the log file for the specific error details and make the necessary corrections before rerunning the export.