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April 1, 2022
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Accounting

Data Downloads

Month-End

We’ve added a feature to download reporting data from the Jobs, Sales Order, and Invoice pages. These downloads will provide you with year-to-date overviews in an Excel spreadsheet. The downloads can be found at the top of the pages for Jobs and Sales Order pages, while the Invoice report can be found within the Reporting section of the Accounting module. The downloads will be available to admin users.