Summary of Current Invoices (1 File)


#1

The customer is requesting a means to export an .xls, .pdf or .csv file containing a summary of all current invoices. There are 67 suites, so the task of going to each suite individually and exporting the current month’s invoice is a tedious and time consuming task. I know that each suite could email the invoice to 1 recipient, but there is still the process of downloading the file from each email.

Is this functionality already built into TenantEye and I am not aware of it? Or can a report be generated that grabs the invoice data from each suite? Please advise. Let me know if you need clarification on the request.

Thanks!


#2

The functionality for batch exporting invoices does not exist.


#3

OK…being that you know the inner workings of the ‘Invoices’ microblock, would it be worth my time to try and create a report that grabbed data from the most recent invoice? Or is that not possible in your opinion?


#4

If you wanted to create a text based report and not the pdf’s, then that should be fairly easy using bql and the possibly the report module.


#5

Great idea, thanks! Was able to filter the invoices and only grab the current month’s using BQL.

SuiteChargesSummary