Export the Auto Purchase Order data

New for AV 2020.0.11: You can now email your Client Statements using a custom form for the format!

This article assumes you have already set up the Auto-PO functionality of AcctVantage.

See here for more info.

1. Open the Auto PO screen

Navigate to Purchasing > Auto-Purchase Orders and select your Auto-PO criteria.

See here for more info on Processing Auto Purchase Orders.

1.1. Export the Auto PO data

At the bottom of the Auto PO window, click the Export button. Select a save destination for the export file.

2. Export is complete

The exported file will be a tab-delimited text file, which will contain the exact same rows and columns that you see in the Auto PO window.

You can open this file in your favorite spreadsheet program.