Account Payable files are a customized item in Cimpl done for each client. It is best practice to use Cimpl to generate your AP file since Cimpl has current inventory, invoice and HR data which is reconciled automatically each month.
Not all AP files are generated manually by clients. Some AP files are transferred directly to financial systems via back-end integrations therefore they are not visible in Cimpl itself.
Contact cimpl-support@uplandsoftware.com for more information.
Generate the Accounts Payable file:
- Go to Billing Center > Account Payable.
- Click +.
- Select the invoice date and provider (the system defaults to the most recent invoice loaded).
- Click Generate. Your generated file appears in the grid.
- Click Export. An Excel filed downloads automatically.