Overview
With Bill Pay Reports you can generate the following reports: summarized vendor statement, detailed vendor statement, summarized accounts payable aging report, and detailed accounts payable aging report. This guide describes how to get started creating your reports.
Important
Make sure you have the Administrator or Account owner role in order to access and use the Bill Pay Reports feature.
Steps to generate reports
Navigate to the Reports menu:
Log in to your account.
Locate and click the "Reports" menu.
Select Bill Pay Reports:
Within the Reports menu, find and select Bill Pay Reports.
Choose your report type:
Click the drop-down menu labeled "Report type" and select the specific report type you need.
Select the period:
Specify the date range for the report. This helps tailor the information to your desired time frame.
Run the report:
Click the "GENERATE NEW REPORT" button to start the process. The system will begin compiling your data.
Download in CSV format:
Once the report is ready, a download link becomes available. Click it to download the report in CSV format.
Storage limit:
You can store up to 100 reports at a time. If you create a new report and have already created 100, the oldest report is deleted automatically.