Customer invoice into excel?

JO-ANNE_7327707
JO-ANNE_7327707 Member Posts: 415 Reckon Star Reckon Star
edited August 2023 in Accounts Hosted

Is it possible to drop a customer invoice into excel?

Answers

  • Zappy
    Zappy Accredited Partner Posts: 5,231 Accredited Partner Accredited Partner

    No. And thanks for your question

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,175 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Not directly from RAH, only reports/lists. However, there may be a 3rd party solution that can.

    @cosmic or @PhuongDo ?

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  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 545 Reckon Staff Reckon Staff
    edited August 2023

    Hi Jo-Anne

    Thanks for reaching out for your query about the customer Invoices.

    While there is no direct way to export the invoices into Excel. But there is way where you can create a report and export that report to an excel file by following the mentioned steps -

    • Go to Reports - Customers & Receivables - Open Invoices

    Refer to screenshot below to be bit more clear -

    image.png

    * Once you create a report, it will look like the attached screenshot -

    image.png

    * Clicking on export give you to option to export to an excel file as below -

    image.png

    * Once you export, the excel file looks like -

    image.png

    Then download the excel file from your hosted software to your Local Machine which can be done as below -

    image.png

    I hope this is something that you were looking for. Please feel free to reach out for any concerns/issues. Thank you :)

    image.png
  • Zappy
    Zappy Accredited Partner Posts: 5,231 Accredited Partner Accredited Partner

    Tanvi exactly not what was asked.

    You CAN export invoices in a iif format but you need the API.

    Its ridiculously messy and time consuming.

    Talk to Chandra

    He might be able to build you something. It will cost you

    Kr

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