Invoice search and reporting

June 10th, 2008

It’s been a long time coming, and many of you have requested it. Today the second part of our reporting features go live. Invoice search has touched down.

Search invoices and download Microsoft Excel Reports

We’ve opened up search for invoices so you can pull many different reports based on the information you need access to.

You can now search invoices by
  • Client
  • Invoice Date Range
  • Due Date Range
  • Payment Status
  • Sent Status

Of course all of this information is great, but wouldn’t be as helpful if you couldn’t download it.

Searches can be downloaded as a CSV / Excel compatible spreadsheet so you can ship it off to your accountant, import it to another service, or perhaps back it up for your own personal needs.

Keep your eyes peeled to this blog, as more searching and reporting features will be arriving shortly.

2 Responses to “Invoice search and reporting”

  1. Ian Says:

    Thanks so much for this! This will make Cashboard much, much easier to manaage.

  2. robby valles Says:

    This is great. Cashboard rules!

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