How can I view all of the custom charges from my space?
There are two ways to view all of the custom charges from a certain time period using your reports. In order to get an itemized list of all of your custom charges from a certain time period, you will want to use your User Invoices report or sort your Ledger Export report.
User Invoices
Navigate to Reports > User Invoices.
- Choose the time period.
- Download the CSV file.
- Sort the spreadsheet by Itemizable Type.
Ledger Export
Navigate to Reports > Ledger Export.
- Click here for an article on how to easily filter your general ledger using Google Sheets.
Please note: The ID is the invoice number and any voids will show up in the debit column as well as the credit column.
Last update Oct 19, 2021 at 1:15pm