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How do I export a summary of Invoices to-date sorted by Vendor or Pay-app Package?
How do I export a summary of Invoices to-date sorted by Vendor or Pay-app Package?

Available exports for showing a summary of Invoices to date sorted by Package Number or Vendor

JD Williams avatar
Written by JD Williams
Updated over 2 years ago

Overview

The steps below outline how to export a summary of Invoices to date sorted by Package Number or by Vendor. This report is especially helpful for Project Managers to share a report with their client or their internal team members.

Process

  1. Within the project, navigate to the drop-down menu and click Project Settings.

  2. Within Project Settings, click Funding Sources

  3. Then, click Export to PDF. You will have two sorting options: by Package Number, or by Vendor. Choose your desired viewing option.

  4. Your PDF will automatically download.

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