Data export - Description issue

[Bob]

I’ve noticed that the description that downloads to Excel is always the first one on the invoice.

So if I have an invoice that consists of multiple items that I’ve booked to multiple categories, the first description is picked.
This caused me to go back and check the PIs when I downloaded the FA additions nominal and saw descriptions for “mileage” in it. The PI was for expenses - the first item was mileage and the (say 4th) was the capex that I had in fact correctly booked to FAs.

Just a bit annoying. Maybe it’s something that could be looked at at some point?

Cheers

[Glenn]

It’s a CSV file so it can’t display multiple lines of an invoice for a single invoice record. It’s two dimensional data, i.e. rows + columns.

To get that information out you would need to use the API and call the Invoice_Get method. This would output to structured XML.

See also here:

Exporting Sales Invoices, include line items

When exporting the sales invoice info, is it possible to add columns to the data on the CSV file. At present when I export the data it only includes: Invoice, Date, Due Date, Client, Description. Total Amount and Satus. I would also like to include the Item, quantity and VAT, is this possible?