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Combining Invoices & Bills (Merge Workflow)
When you export both Invoices and Bills tables, you can combine them into a single consolidated view for cash flow analysis or combined transaction reports.
How to Combine
- Insert an Invoices table and a Bills table for the same date range
- Copy the Bills data below the Invoices data (or use a formula to combine)
- The Type column distinguishes the record type:
Type Values
| Type value | Meaning |
|---|---|
| ACCREC | Sales Invoice (Accounts Receivable) |
| ACCPAY | Purchase Bill (Accounts Payable) |
| ACCRECCREDIT | Sales Credit Note |
| ACCPAYCREDIT | Purchase Credit Note |
Filter or sort by Type to view all transactions together.