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