Follow the steps in this article to export approved or closed purchase requests.

1. Navigate to either the Accepted or Closed area in Finance.

2. Review and select the purchase requests you wish to export using the tick box.

3. Click the Export button and click Export Selected.

4. Complete the Export Purchase Requests pop up:

  • Enter a Report Name in the Report Name box.

  • Select the Format you would like to use.

  • Choose a File Destination for your report.

  • Tick Include Files to export any files attached to the purchase request. This will download a separate folder that contains the files.

5. Double-check the information entered in the Export Purchase Requests box and click the Export button once you are happy.

6. The report file will now start to download, and you can click the Close button on the Export Purchase Requests box.

Related articles

Adding and submitting purchase requests

Approving purchase requests

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