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Easier Purchase Order Summary Download from Documents Tab

Customers want an easier way to download a summary of purchase orders for a specific date range directly from the Documents tab, as the current export options are not functional and require a less intuitive workaround. We are working on adding a direct "Download Summary" option to the Documents tab for filtered purchase orders, similar to the existing functionality for timesheets. This will streamline the process and allow users to export data in CSV/Excel format.
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  • Gabriel Makinwa

    Team•

    Oct 6

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    Merged request

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    4 votes

    Downloadable document summary for POs in a date range

    Add a downloadable summary of documents to make it easier to download purchase orders within a filtered period.