How to Export Grid on the Carrier Invoices Page

How to Export Grid on the Carrier Invoices Page

What is the Export Grid:

The Export Grid function allows the user to extract a data file containing a snapshot of the data contained on that data grid.

How to Export the Carrier Invoices Grid:

Note: If you do not have access as an Administrator or Organization User, you will not be able to access the below links. You will also need to ensure that your assigned role has access to export the Carrier invoices data. 


To access editing a role please work through the following article

Navigate to Finance, then View Carrier Invoices:



On the View Carrier Invoices page, click on the Actions drop-down button and click on the `Export Grid`.


Note: By using either of the `Search`, 'Carrier' or `Company` text boxes, the export will be adjusted to show the filtered data.

Ensure the grid contains the data you wish to export. Once clicked, the file will download in a .csv format with a naming convention as Carrier Invoices_*date*.csv.

The spreadsheet file can now be opened in your preferred program for further analysis and manipulation. Checking on the exported file, the following data or fields include:

id -  Invoice Id

FileName - The name of the file that was imported

Invoice Number - The provided invoice number when importing the invoice

Invoice Date -  Date of the Invoice provided when importing

Extra Charges - Total dollar value of the extra charges

Upload Date -  Date that the Invoice was uploaded

Carrier Name- Name of the carrier that the invoice belongs to

Reconciled Entries-  Number of entries that are reconciled

Reconciled Total Inc Tax - Total dollar figure of the reconciled entries

UnReconciled Entries-  Number of unreconciled entries

UnReconciled Total Inc Tax - Total dollar figure of the unreconciled entries

Unmatched Entries-  Number of unmatched entries

Unmatched Total Inc Tax - Total dollar figure of the unmatched entries

External Entries-  Number of entries that have been marked as externally invoiced

Reconciled Total Inc Tax - Total dollar figure of the reconciled entries

Total Due before Tax - Total dollar figure that has been accepted before tax

Total Due -  Total dollar figure that has been accepted, inclusive of tax

Due Difference - Amount that has been rejected

Total Before Tax - Total amount the carrier wishes for a user to pay before Tax

Total - Total amount the carrier wishes for a user to pay, inclusive of Tax

 

Note: This will export out the top 4000 consignments in the grid


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