In Routable you have the option to export either your payable history or your receivable history and download it as a .CSV file.

Exporting Payables to .CSV

To export a list of your payables to a .CSV file, first navigate to the Payables section of your dashboard by selecting the list of payables that you want to view:

  • All

  • Ready to send

  • Unpaid bills

  • Pending vendor action

  • Needs approval

  • Scheduled

When you are viewing a list of payables in your dashboard, there will be a button near the top of the page that says Export to CSV. Clicking this button will initiate your .CSV export.

If you have 1000 items or fewer in the payable list, your .CSV file will download in your browser as soon as you click the Export to CSV button.

However, if you have more than 1000 items in your payables list, your .CSV file will be queued up in our system and you will be emailed a link to download the file as soon as it is ready.

Exporting Receivables to .CSV

Similar to exporting your payables, for receivables you will need to navigate to the Receivables section of your dashboard by selecting the list of receivables that you want to view:

  • All

  • Ready to send

  • Received payments

  • Unpaid invoices

  • Needs approval

  • Scheduled

When you are viewing a list of receivables in your dashboard, there will be a button near the top of the page that says Export to CSV. Clicking this button will initiate your .CSV export.

If you have 1000 items or fewer in the receivables list, your .CSV file will download in your browser as soon as you click the Export to CSV button.

However, if you have more than 1000 items in your receivables list, your .CSV file will be queued up in our system and you will be emailed a link to download the file as soon as it is ready.

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