FormerMember

creating cvs file of invoices

Posted By FormerMember

I would like to be able to send a cvs file of invoices to our distribution center to show them what to ship on a daily basis.  I know that you can export a CVS file from Sales Orders but we don't use Sales orders since once you convert them to Invoices you have to re- enter to much information.  Also I want other people in my company to be able to send this information and it appears that if I give other people the authority to export they have the ability to see payroll which only I am authorized to view.  Any suggestions?  If need be, am willing to purchase an add on to help with this process but don't want to buy anything to expensive since only need this one feature.  Thanks.

  • 0

    A few things:

    1. Converting a Sales Order to a Sales Invoice shouldn't require you to re-enter information -- it should all transfer over.

    2. You can export either the Sales Order Journal or Sales Journal (which is the Sales Invoices) so even without using SO's you can export the information

    3. Security access to allow Import/Export capability and security access to payroll information is separate

    4. Besides using an export you could also create an Intelligence Report that would allow you to select and format the data any way you'd like