Accessing AP invoices in PAS is permission based
To access AP invoices, your account must have one of the following roles enabled:
Role: Company Admin, Accountant
Custom role with: AP invoices - Full access, Create and manage, View only
Accounts payable (AP) invoices for a project can be exported as a CSV file that includes either a Summary view or Detail view.
Summary view contains AP invoice totals
Detail view contains all AP invoice transaction data
To generate an AP invoices report:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the name of the project that you want to see AP invoices for
In the left-side navigation Accounting menu, click AP invoices
On the AP invoices dashboard, click the Export button and select either: Summary view or Detail view
Once you make your selection, the CSV file will be automatically downloaded to your computer. To access the file, navigate to where your computer saves new downloads.
Select the project, click AP invoices, and then click the button to select the export type