Bills

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Table of contents

Billing data export screen

Here are the fields found in this import screen:

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Export invoices

This screen is used to export invoice data to a spreadsheet program.

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Rights required :

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Here's a list of the columns in this export table (in .csv or .xlsx format) and which fields they correspond to:

You can also add project attributes, hierarchies and roles to the view Project data export for more columns and more information.

Button name	Description
Select projects	A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects.
Filter (project)	Here is the list of filter criteria (by default) that can be used to select items for export: - Contains - Attachments - theme - user role(s) - With late milestones - Father project - project template - project manager - status - Start date - End date
CSV by email	This button sends the exported data in .csv format to the e-mail address of the logged-in user.
CSV	This button downloads the export of this data in .csv format: `EXPORT_FACTURATION-DATE.csv`
Excel by email	This button sends the exported data in .xlsx format to the e-mail address of the logged-in user.
Export to Excel	This button downloads the export of this data in .xlsx format: `EXPORT_FACTURATION-DATE.xlsx`