Extracting Bill Data to Excel

To extract the bills you have to excel, you will use the filter tool to select the data you want to extract.

You will then click on the calculator button to export the contents you are viewing to Excel.

When you open the file, you will see three different areas:

1. Summary

2. Summary_Full

3. Line Number and Invoice Number

Summary

The summary provides a summary overview of each invoice broken.

Summary_Full

This provides a detailed breakout of each line item on the invoice which can be used for line item reporting and analysis.

Line Number and Invoice Number

MakersHub will also show a breakout of each bill. In reviewing the Summary tab, you can identify the corresponding sheet that contains the bill extract based on which row it is. In the example below, line 2 of the summary tab starts with L2.

In this sheet, you will see a version of the bill from MakersHub in Excel format.