Sales Invoice - Collate lines of a single invoice when exporting
When exporting invoices if an invoice has multiple lines in Xero it also appears with multiple lines on the exported Excel.
Can we have some way to collate the invoice lines onto one line on the excel?
Currently when exporting a bulk amount of invoices we have to manually combine lines on the spreadsheet for the same invoice. This can take a lot of time and often lead to mistakes as manual calculation is needed to get the correct invoice amount.
Balraj Bajwa
shared this idea
Can you provide more detail of your reason for needing to export invoices from Xero, Balraj?
We don't have any plans for changing the format of the export right now, however it sounds like this is a common action for you, and it'd be good to better understand the use case that we can share with the team.
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Vernon McKenzie
commented
Hello,
It is rather silly in the 21st century that we need to massage the exported spreadsheet just to get a quick summary (tax-inclusive) total of invoices eg. in a date range. The export gives us a tax inclusive column for the multiple "duplicate" invoice totals (almost useless), but does not also give a tax inclusive column for the individual line items (useful). Please make it uber-simple to export a summary of invoices so we literally only need to press the Sum button in Excel to total all the exported invoices (whether tax inclusive or not).
Thank you.