Answer
Nov 09, 2016 - 02:44 AM
Firms can view payment information for all paid invoices when they export the Invoices report to a formatted file.
To export the data to a formatted file:
1. Mouse over the Navigation Panel, click Reports the Reports List.
2. Click Invoices Report. The report page opens.
3. In the Report Criteria section, select the criteria for running the report.
4. Click the Ellipsis Icon and click Export.... The file format dialog box opens.
5. Select one of the Extended Data formats (e.g. Excel xls)
To export the data to a formatted file:
1. Mouse over the Navigation Panel, click Reports the Reports List.
2. Click Invoices Report. The report page opens.
3. In the Report Criteria section, select the criteria for running the report.
4. Click the Ellipsis Icon and click Export.... The file format dialog box opens.
5. Select one of the Extended Data formats (e.g. Excel xls)
