How to Extract an Invoice List in Travelit
- Duration: 6 Minutes
- Publisher: Tourvest Travel Services Learning & Development.
- Ensure to watch the full video below and acknowledge confirmation
- Note: Updates to manuals occur as needed to align with significant system advancements.
Important: It is essential to understand that while the live system undergoes aesthetic and functional enhancements, the core process/steps remain unchanged.
Watch the AI Explainer Video Below
How to Extract an Invoice List in Travelit (Internal) / Duration: 5 Minutes
Key Take Home Point
Select the Invoice List – Finance
The search criteria tool searches a range of criteria based on the transactions invoiced. Always ensure that you select an account number before any search criteria is done.
Clicking the Optional Search Options tab will extend the search criteria, allowing you multiple search options.
Invoices can be accessed by clicking on the TMCInv and or VendorInv
Select ALL Once the invoices have been retrieved, select on Print Selected; invoices can be pulled in batches of a maximum of 20 invoices in a PDF format.
When the invoices are retrieved for the date range, click on Export to CSV.
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