Exporting vendor payments is permission based
To export vendor payment information, your account must have one of the following roles enabled:
Role: Company Admin, Accountant
Custom role with: Accounting settings - Full access
With Production Accounting enabled, you can export vendor payment information in Wrapbook to a CSV file. When exporting, you’ll have the option to select one or more vendor transactions that you want to export, or you can export all.
To export vendor payment information:
Make sure Production Accounting has been enabled for your company’s account
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the project that you want to update the budget for
In the left-side navigation Accounting menu, click Vendor payments
On the Vendor payments dashboard, you can click the Export all button, or you can click the checkboxes next to the transactions that you want to export data for, and then click the Export selected button
Once you click the Export button, the CSV file will be automatically saved to your computer. To access the file, navigate to where your computer saves new downloads.
Select a project, click Vendor payments, and then click the Export all button. Alternatively, you can click to select transactions, and then click the Export selected button.