Accessing AP invoices in the Production Accounting Suite (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: Accounting & Cost Tracking / AP invoices - Full access, Create and manage
In Wrapbook, you can customize and export Accounts Payable (AP) invoice reports for a project from its AP invoices dashboard.
How to export an AP invoice audit report
On the AP invoices dashboard, click the Export button, and select Customize and export
In the Export report popup, enter the Report name
Under Group by, click the dropdown menu to select your grouping preference
Under Export format, click the dropdown menu to select PDF, XLSX, or CSV
Under Report columns, click the + to choose which columns to include or exclude from the report
Click the Export button
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Click the Export button, then select Customize and export
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In the Export report popup, enter the Report name, configure Group by preference, select Export format, then click the + to choose which columns to include or exclude from the report, or click the Export button if you’re ready to generate the report.
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In the expanded Report columns section, click to select which columns to include or exclude from the report. When you’re finished, click the Export button.
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An alert will confirm the download
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Example screenshot of an AP transaction report in PDF format generated by Wrapbook