You can use the Excel icon to produce reports directly to Excel. Permission for use of this is based on report permissions since it accesses the report for the information.
When Excel is selected, it will open spreadsheet windows and populate it with raw data from the selected report. Each report pipeline with be represented in a separate sheet, eg. Job, JobComments, JobStock etc.
Creditors Payments Report
This report shows any creditor payments made, along with associated allocations.
Filters:
▪Date Filter From and To
▪Choose just Payments, just Allocations, or both.
▪Sort by Ref# or Vendor Inv #
▪You can generate the report for all creditors, or for a specific creditor.
▪Group the report by Date or by Vendor
Debtors Payments Report
This report shows any Debtor payments made and associated allocations.
Filters
▪Date Filter From and To
▪Choose to see just Payments, just Allocations, or both.
▪You can generate the report for all debtors, or for a specific debtor.
▪Group the report by Date or by Customer
Expense Orders Pending
This report will list all expense orders not finished.
Further information