Bill and Batch Spreadsheet (Excel only)

An Excel report provides bill-by-bill details grouped by batch code, entered by, cost center, vendor, or entry date.


Use the Include filters to add more columns to your spreadsheet.

Set your filters

  1. Decide how to Group by.
  2. Decide if you want to Include account charges. Account line item charges are one-time or periodic charges. A charge is typically assigned at the account level when it does not have a link or relation to the use or demand on the bill.
  3. Set a Date range.

Other filters to consider

  1. Do you want to include only Active accounts? If this filter is not included your report includes both active and inactive.
  2. Include or not include void bills?
  3. Do you use Chargebacks and only want to see vendor bills? or only see chargeback bills? Add the filter Bill is from external vendor, otherwise you see both chargeback and vendor bills in your report.