Reports and Forms Overview
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      Can I Export Invoices, Proposals, and Orders to Excel?

      Exporting client and vendor documents is easy with just a few clicks.

       Step 1. Click on reports and use the search bar to locate the form you want to use.

      Step 2. Select the form you wish to export and use the filter to the left to select the document #. The preview will reload in the window on the right.


      Step 3. Click on Export and the form's data will open and populate in Excel.

      Note: Keep in mind that this will import the raw data and you might need to format the Excel sheet after the data is exported.