With just a few clicks, Corpay One lets you export all of your document data (e.g. vendor, category, etc.) and transactions (invoices, payments, receipts, etc.) to a .CSV file.
How to do it
1. In Bill Pay, use filters to show the documents you want to see. Remember to click Apply to save your filter:
2. Next, select the documents you want to export by checking the box to the left of each document. Then click the export icon in the gray bar at the bottom of the page (if you want to export all documents, you can check the box to select all documents at once):
3. That's it! Corpay One will now download a .CSV file directly to your computer đ
Which document data is exported to the .CSV file?
The .CSV file is divided into columns, each containing one of the following document data fields:
Vendor
Document number (# number in Corpay One)
Invoice/document number (captured from the document)
Document amount
Payment amount
Issue date
Due date
Status
Document type (invoice, receipt or credit note)
Note
Category
Payment method
Department
Custom lists