Most agencies no longer need to enter each invoice into their accounting software (such as Xero or MYOB) once moving over to Planability as claims and payments can be reconciled from within the platform.
Should you wish, a CSV Export is available on most listing pages such as Batch Payment Details. Simply look for a cloud icon on the top right of the main panel - this will download your current view into a CSV file.
Additional information on reporting and payments can be found at the below links:
If you would like more information on the payments or reporting process, please email the Credability Systems Support team.