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Is there a way to export donation invoices to csv file?

  • bbains
  • bbains
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8 years 7 months ago #280069 by bbains
I might have missed this some where in the documentation
Is there a way to export information in payment basket, or invoice to a csv file so it can be used off line in accounting software?

I can do a bulk viewing of all invoices and individual ones I am looking for a way to export it as csv file

Thank you

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  • GeoffN
  • GeoffN
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8 years 7 months ago #280115 by GeoffN
Don't think so. I need to produce reports of bank deposits and check payments received offline. Found the only way to achieve it was to display items in the Payments view, highlight all rows (right click, drag), copy and paste them into a spreadsheet. I created a second worksheet to analyse and reformat the raw download data and produce the report(s). I created several Excel macros to perform the analysis. Works OK but you have to remember to align the downloaded data precisely in the spreadsheet (i.e. put cursor in cell A1) otherwise analysis won't work. You might also have a problem if there are too many rows to highlight.

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