Billing Module - Export

Export

Exporting and Invoicing are exclusive functions. Only “Pending” items will appear in an Export. If you have already Invoiced Items, you will need to “Reset” those items back to a “Pending” status prior to Exporting. Once exported, they will return to an “Invoiced Item” status.


Exporting Pending Line Items

To export line items to a file, choose the Export option from the Billing menu.

You may select “All Customers” or a single Customer, and/or you may select “All Issues” or a single issue number for the Export to be generated. The current month is entered by default for the date range. Modify this date range if desired and click “Retrieve Line Items.”

exporting1.png

A list of all billable line items, filtered by the criteria and date range selected will display below the criteria. Uncheck any items that you do not wish to export at this time. Enter a custom name for the export file if appropriate.

Ensure Pop-ups are enabled in your browser before clicking “Export Items to Spreadsheet.”

Click “Export Items to Spreadsheet.” A popup window will appear allowing you to “Open” the file as an Excel spreadsheet for immediate review or “Save” the file to another location.

Export File List

Choose the Export File List option from the Billing > Export submenu. A list of previously exported files appear as links in order from newest to oldest. Clicking a link will generate a popup window allowing you to “Open” the file as an Excel spreadsheet for immediate review or “Save” the file to another location.

exporting2.png

Applies To:

Issuetrak 9.9+