If you use external accounting software to manage your invoices, you'll need to add the correct accounts reference for common payer.
To do this, click ‘Invoices’ in the menu bar, then click 'Manage Account References':
To add a new reference, click ‘Add Accounts Reference’:
Next, enter the reference text that you use on your accounting software. Then choose your reference type. Let's imagine I use the reference 'ALPHA' for all divisions of the funder Alphabet:
To upload the list of invoices to your accounting software, click ‘Reports Engine' in the menu,
Then click on the dropdown on invoicing and select 'Invoice Lines'. Filter by the Payer Accounts Reference 'ALPHA’:
Then click ‘Actions’, then ‘Download’:
If you require any assistance with the reporting suite, please refer to this article.