We have customers who order multiple items at a time, and are always requesting their invoices to be sent as an excel document/list so that they can easily upload the data into their software without manually entering line by line.
Currently, when I remember or am prompted, I have to manually pull out a report, export to excel, and then email it to them.
Is there a possibility of being able to add to functionemail the invoice as a .csv or .xls file?
Mike_James
2 years agoUltimate Cover User
Hi JacintaGM , there are too many different file format options for MYOB to cater to any or all of them. In our reporting addon we have already developed solutions for several formats.
Could you advise which businesses you mainly deal with, we may be able to help.
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