Run a report on all bills with a certain reference

Question asked by James Fickling 7 months ago

I am new to Clearbooks, but when entering a bill I have put in the reference section a word eg "build stage" is there a way to to produce a report showing all bills and the amount spent on any bills with the same reference?

2 Replies

Hi James,

Unfortunately, we do not have a specific report for this. However, you can head to Tools > Export > Export data > Select Purchase Ledger in the Data Type dropdown. Once exported, you can then filter the bills spreadsheet by reference.


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