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Results for “csv” — 20 results

ARTICLE

Exporting and printing the Expense Summary report

Save your Expense Summary report as PDF, Excel, or CSV, and print it for sharing or archiving.

ARTICLE

Exporting and printing the Customer Contact List report

Save the customer list as Excel, CSV, or PDF for marketing and outreach.

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Exporting and printing the Invoice Detail report

Save the report to Excel, PDF, or CSV, or send it directly to your printer.

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Exporting and printing the Sales Summary report

Save the report to file formats or print it directly for presentations and stakeholder sharing.

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Exporting and printing the Vendor Payments report

Save your report as Excel, CSV, or PDF for sharing and record-keeping.

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Exporting and printing the Goods on the Way report

Save the Goods on the Way report to a file or print it for team use and planning purposes.

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Exporting and printing the Vendor Contact List report

Save the Vendor Contact List to a file or send it to a printer for team sharing and reference.

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Exporting and printing the Invoice List report

Save or print your invoice list for offline use, accounting records, or sharing.

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Exporting and printing the Expenses by Category report

Save the Expenses by Category report in various formats for distribution and analysis.

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Importing products from Excel/CSV

Bulk-upload products from a spreadsheet to save time on data entry and manage large product catalogs.

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Exporting and printing the Payroll Summary report

Save your report as PDF, Excel, or CSV for sharing or archival.

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Exporting and printing the Discounts by Product report

Save or print the report in your preferred format for analysis or archiving.

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Importing employees from Excel/CSV

Bulk-load your entire employee roster from a spreadsheet instead of entering each one manually.

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Filters and options in the Customer Contact List report

A complete reference to all filters and settings for customizing the customer list.

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Exporting and printing the Discount Detail report

Save your detailed report as a file or create a hard copy for records and analysis.

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Bulk User Import via CSV

Import many users at once using the CSV template, avoid common formatting mistakes, and review the results after upload.

ARTICLE

Exporting and printing the Payroll by Employee report

Save individual payroll records as PDF, Excel, or CSV for distribution and archival.

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Exporting and printing the Open Invoices report

Download or print your unpaid invoices for collection efforts or accounting records.

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Exporting and printing the Discount Summary report

Save your report as a file or print a hard copy for records or sharing.

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Importing customers and vendors

Upload customer and vendor lists in bulk from a spreadsheet to populate your contact directory.