Settings and activity
3 results found
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10 votes
Hi Jenny and Michelle, you can run and export the Payable Invoice Summary report to get this information.
If this isn't suitable, could you explain bit more of what you'd like to use this information for? It may help in trying to find a solution that'll work for you both. Thanks
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Mayur Shah
supported this idea
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220 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
Mayur Shah
supported this idea
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46 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
An error occurred while saving the comment Mayur Shah
commented
When re-organising Tracking Categories, its important to be able to download a list to work with
Mayur Shah
supported this idea
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Payable Invoices Export - need one without line items
I produce a list of payable invoices for approval. However this exports with all line items and then has to be manipulated in Excel/csv to show just the invoice total. Can a report be produced to show payable invoices (bills) to just show the toal of each invoice rather than individual lines? This is is critical as otherwise it is very time consuming to delete lines as some bills have multiple lines