开始之前
您的工作区角色必须允许请求的报告。
该怎么办
- 打开报告并选择报告类型。
- 选择期间、日期基准和可用客户、货币或状态过滤器。
- 选择详细行或支持的期间总计。
- 下载可用的 CSV、XLSX 或 PDF 格式并检查文件。
接下来会发生什么
该报告反映了选定的时期和过滤器； 货币仍然不同。
如果出现问题
空报告可能反映其过滤器或日期基础。 下载不会开具发票、发送文档或记录付款。
如何过滤和下载报告？
报告提供保留的工作区数据的可下载视图。
相关指南
Midas
How do I prepare an estimate or delivery note and turn it into an invoice?
Estimates and delivery notes are separate documents. Creating an invoice from one produces an editable draft that must be approved and sent separately.
Midas
How do I create, review or pause recurring invoices?
A recurring schedule uses a saved, eligible invoice as its template. New schedules create drafts for review by default; automatic approval and email are separate choices.
Midas
How do I import a bank statement and match a received payment?
Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.