Expand invoice record fields that can be exported from Create Lists
Create Lists allows staff to create review files of invoices, but a number of useful fields from the invoice cannot be exported from the system. Notably the subtotalamt, shippingamt and totaltaxamt fields, which can all be accessed via both SQL and the RestAPI, are missing from the export options.
We would like to see these added so that fuller invoice data could be exported into something like Excel for further accounts reporting and tracking.
Jeremy Goldstein
shared this idea
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Kimberly Allen
commented
Completely agree with Ran. Many sites have a limited number of staff who have access via SQL. For everyone else Create List is their main reporting tool. These data points would simplify their financial processing and increase its accuracy.
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Cronin, Ran
commented
This enhancement is useful because it directly impacts our ability to perform comprehensive financial analysis and reporting. The absence of key financial fields (subtotalamt, shippingamt, and totaltaxamt) limits the completeness and accuracy of exported data. These fields are essential for reconciling invoice totals, verifying charges, and producing detailed accounts reports in tools like Excel or Google Sheets. Since the data is already accessible via SQL, including these fields in export options would streamline workflows, eliminate the need for manual data compilation, and significantly improve financial tracking and reporting efficiency.