Current Invoice to Excel - With Daily/per visit charges

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    Alexandra Dunne

    Hi Mary,

    I spoke with the team and if DE will not work for this, your best bet would be directly downloading from the the client > balance and transactions page. There is a "Download as CSV" button that will download anything you've filtered for on the transactions list. 

    There is a also a feature that's currently in development called "Billable Item Management" that will have the option to download the list of billable items and the ability to filter by service code, client and date range and download those billable items with their rates, bill codes etc. Please follow our What's New? page for more information on this in the coming months!

    Hope this helps.

    Alex

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    Alexandra Dunne

    Hi Mary,

    Let me look into this for you and if there isn't a way to do it currently I will be sure to pass it along to the Product team.

    Alex

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    Mary McMullen

    Hi Alex, 

    Downloading the transactions does not break the charges down into daily or per visit charges, it only provides the total for the billing period. That is what we are looking for. Basically, we'd like to see the AC Standard Invoice be able to be downloaded to Excel as well as the current option of PDF. 

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    Alexandra Dunne

    Thanks for the clarification Mary. I'll take this feedback to the team.

    Alex

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