Include the linked ticket number in the "Invoice Line Items" export CSV file
Can I please put in a feature request for the linked ticket number to be included in the CSV "Line Items Export" of invoice data?
This would allow linking that table with the exported ticket data,
making it much easier to create reports of the work each engineer has done, as well as being able to send reports to the manufacturer.
Oliver Reynolds
shared this idea
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Sim
commented
In the template email fields you can add ticket number and invoice number - these are obviously already linked and exportable so we just need a way in the CSV to get these out of the system in one easy go. May be it would be nice to have access to a custom CSV export with choosable fields - bit like the way you can choose Notifications.
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Michael
commented
I just spent the time to go through every Ticket, Invoice, and employee report to try and do what you have listed above. I agree entirely with you that a column should be added to cross-reference Invoices with Tickets on each report it would be relevant. It's actually kind of frustrating that this information is not included on several reports.
However, I did find a workaround! It does require running two reports and working some Excel magic to get the information, and then you can run any desired third report to link the invoice to your employee and work done.
Reports:
- Line Item Export
- Employee Sales and Commission ReportSo far, the only report I've found that links the Ticket Number and Invoice Number is the Employee Sales and Commission Report. By running this report, you can create a two column reference table to do a VLOOKUP in Excel within the Line Item Export.
Hopefully this will give sufficient information to further cross-reference against other reports to get the desired information.