When you export your Bills List, WorkingPoint creates an export file of the current list view. You can change the current view by filtering and sorting the list. For example, if you have the View filter Status set to Open and the Due Date filter set to next 7 days and the sort set to Due Date ascending (A-Z), WorkingPoint will export all of your bills that are due in the next week and list them in order that they are due.
Click here for a full list of fields included in the export
The following bill information is included in an export:
High-level bill details, including Bill Number and Bill Transaction number - aka Bill Txn (these are numbers that WorkingPoint uses internally to track bills), Bill Date, Due Date, Status, Total, Balance, Memo.
Vendor information, including: Company Name, First Name, Last Name, Title, Email, Street Address, City, State, Postal Code, and Country.
Purchase details, including inventory item purchased (if applicable) along with the quantity and amount and expense information along with expense account, description of purchase, amount of purchase.
Payment information (if applicable), including payment transaction number, payment date, amount, account paid from, method of payment, payment reference number and memo for payment.
To export the Bills List:
Click the Bills tab to open the Bills List.
Choose the view for Status [Open (Money Owed), Overdue, Paid in Full, All].
And choose the view for Due Date (All, Next 7 Days, Next 30 Days, Next 60 Days or Next 90 Days).
(Optional) Choose the sort order.
Click the csv link at the top of the list (next to the printer icon).
The exported file will have the name "bills.csv" in case you need to search for it.