Bulk Download PDF Invoice Attachments

This article outlines the steps for Trust Accountant or Accounts Payable users to bulk download PDF attachments that have been saved against Accounts Payable invoices or credit transactions in Cirrus8.

Location:

Trust Accountant users via Accounts Payable > Quality Assurance Report

Accounts Payable users via the Quality Assurance Report

Steps to Bulk Download Attachments

1. Access the Quality Assurance Report

• Navigate to: Accounts Payable > Quality Assurance Report

2. Set Report Filters

Configure the following filters to narrow down the transactions:

• Date Range: Select the desired from and to dates.
• Date Type: Choose the relevant date type:
  • Invoice Date
  • Create Date
  • Payment Date
  • Invoice Due Date
• Property Selection: Select one or more properties
• Select the format as Print to Screen
• Click Generate Report

4. Download Attachments

• Once the report is generated, click Download all attachments as Zip.
• A ZIP file containing all associated PDF attachments will be downloaded to your device.