Export Statements to Excel file
add ability to export statements as excel / .cvs file. On numerous occasions, I have had to create spreadsheets to send to customers for various reasons, but most often, to show how lump sum payments have been applied, when they don't send payments equaling or listing to which invoices they want a round amount payment to be applied. Being able to: color format, add subtotals and notes, and saving as a workbook and sending to customers, has proven very useful to those "less experienced" at doing their own books. It would be a big time saver.
1
vote
John Brubeck
shared this idea