It would be useful to have the function of running a report each month of receipts and the invoice numbers they have been matched to to enable the extraction to other software.
Unless I'm misunderstanding, you can do this already. Fees/reports/postings list/tick the receipts box and on the columns make sure you have the reference and cross reference ticked and on output, select excel and you will get a csv file of all receipts in any time period you choose, with the invoice number it relates to.
Debbie Wildin
would be useful if you could add client ID column to the report
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thank you Sue
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Unless I'm misunderstanding, you can do this already. Fees/reports/postings list/tick the receipts box and on the columns make sure you have the reference and cross reference ticked and on output, select excel and you will get a csv file of all receipts in any time period you choose, with the invoice number it relates to.
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