Name of Feature/Request: Ability to export Transactions list
What financial, time savings, or quality of life improvements will occur from this: Make the Transaction List exportable | Frequency: Daily or Weekly depending on how many times payments are due to vendors | This functionality would save time from having to create reports and go through multiple clicks to get to the same information that could be exported from the Transaction screen.
Attempted Solutions So Far: Have created custom reports but still want to be able to export the Transactions list as it is easier to get to and does not have to be created.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Chat Transcript and follow up phone call.
– Task generated via email having the following recipients: strivensupport@task.striven.com
Chat on dataimage.striven.com
Conversation started on Tuesday, October 01, 2024, at 17:55 (GMT+0) [18:21] Dale Mahrle: how to view invoices by vendor [18:22] Courtney has joined the conversation [18:22] Courtney: Greetings Dale! [18:22] Courtney: Give me one moment to look into that for you [18:24] Courtney: You can navigate to Accounting > Transactions [18:25] Courtney: From there, you can filter by transaction type and only select invoices. Then you can choose a Customer/Vendor as well. If you need a specific date range there are options for that too. [18:26] Courtney:
https://tawk.link/5ec6ead08ee2956d73a36e77/a/66d0b3200dd78ea5a3ed7800/c31b4d9bedb3cc5aa9cd0ee3e654b25dbd1a8e1c/image.png [18:30] Courtney: Correction: If you need to see vendor invoices the transaction type would be Bills. [18:33] Dale Mahrle: how do i export to excel bills from vendor for a defined period [18:33] Courtney: Give me one more moment to look into that [18:34] Dale Mahrle: are you still there [18:34] Courtney: Yes I am here. I just need to look into a good way for you to export this. Are you wanting all bills or just bills that have not been paid? [18:38] Courtney: Are you still with me? [18:44] Courtney: I believe your best option will be to create a custom report using our report builder. You can do this by navigating to Reports > Report Builder (Beta) and clicking the + button. [18:44] Courtney: From there, you will want to choose the Bills dataset from the Based On dropdown menu. Give your report a name and click Proceed. [18:49] Courtney: You will be able to filter by date and can group by vendor name to easily sort the information. Here is a sample of what your parameters and columns may look like. But you can organize it however you want to fit your needs. [18:49] Courtney:
https://tawk.link/5ec6ead08ee2956d73a36e77/a/66d0b3200dd78ea5a3ed7800/2041f3452ad183f4ec1c603289b4e24eaa6922a9/image.png No tawk.to live chat account ? Create one for free here! | Previously accomplished: Previous system allowed for easy export without creating reports
StrivenID: 4816252