Add filtering to "Invoice Export to CSV" by date
I suggest you add filtering to the report "Invoice Export to CSV"so it can be filtered by date, and also making it possible for it to be a scheduled report. Invoice Export to CSV would be an ideal report for my accounting department. The Sales Detail Report doesn't include taxes... and while Daily Payment Report does include taxes, it doesn't give you a breakdown. Which can be a pain if you have some payments with no tax and some with tax. The Invoice Export To CSV seems to have all the info we need (we just need to sort out the ones not paid, which is easy)... but you don't know what date range it pulls? When you click, it just opens a spreadsheet. It would be ideal if we could pull a specific date range (and even better if it was in the Scheduled Reports so it could be sent to the accountant without anyone having to think of it)
CBauer
shared this idea
Hi,
Thanks for your feedback on this. The invoice export currently will export all invoices to CSV. It exists as a means of back up or to be used for customized reporting that we do not currently offer. We don’t have plans to add the exports to the Scheduled Reports feature at this time. If you are interested in scheduled backups of CSVs we have a Premium service in the App Center that can do nightly or monthly backups of the CSVs.