Exporting Invoice Descriptions

Alex_10836088
Alex_10836088 Member Posts: 54 Reckoner Reckoner
in Accounts Hosted

We have a lot of invoices where information has been typed into the Description field - some have been entered beside an item, others with no items as shown

I'm needing to extract all information from the description - either as a report, IIF export or any other way.

Is this possible and if so how?


Thanks

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Answers

  • Zappy
    Zappy Accredited Partner Posts: 5,228 Accredited Partner Accredited Partner

    Run a report on all the invoice lines and export it to excel.

    Call me if you get stuck


    Kevin 0407744914

  • Kris_Williams
    Kris_Williams Member Posts: 4,222 Reckon Hall of Famer Reckon Hall of Famer

    Copy and paste doesn’t work - pasting to possibly a word document?

  • Alex_10836088
    Alex_10836088 Member Posts: 54 Reckoner Reckoner

    Thanks Kris - copy/paste does work - but I'm needing to extract from several hundred invoices over a period of time.

    Happy to look at options like cData ODBC if anyone can confirm it would work for this ?

  • Zappy
    Zappy Accredited Partner Posts: 5,228 Accredited Partner Accredited Partner

    You need a third party app to do this. Speak to Mr Cosmic. And it wont be cheep


    Zappy

  • Kris_Williams
    Kris_Williams Member Posts: 4,222 Reckon Hall of Famer Reckon Hall of Famer

    Wow that’s a big job, good luck with it

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 331 Reckon Hall of Famer Reckon Hall of Famer

    Hi @Alex_10836088

    I can create a script to export invoices within a range for you and extract the description fields to a text file (CSV or XML) so that you can use it.

    Please email me if you are interested.

    Thanks,

    Phuong


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au

    https://community.reckon.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Ffree.beanwiz.com.au%2F

    https://www.youtube.com/watch?v=O61SfV2bte8

  • Zappy
    Zappy Accredited Partner Posts: 5,228 Accredited Partner Accredited Partner

    Kris it's not a big job if you have the correct tools

  • Alex_10836088
    Alex_10836088 Member Posts: 54 Reckoner Reckoner

    Just following up on needing to pull invoice line data over several months - not a task i wanted (or even could) do manually.

    Phuong was amazing and quickly prepared a script/tool that allows me to pull data out as i need it - even tweaked changes afterward to get it working just right.

    Phuong is highly recommended and easy to work with - thanks Phuong :)

  • Zappy
    Zappy Accredited Partner Posts: 5,228 Accredited Partner Accredited Partner

    Thanks for the update

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