How do I export one home's fee invoices?

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Commondale Care · How do I export one home's fee invoices?

Kayleigh asked how to export one home's fee invoices as a spreadsheet. Bethan gave the filter and export steps and Kayleigh confirmed it worked.

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What this says

As at Fri 9 Oct 2026

Kayleigh asked how to export one home's fee invoices as a spreadsheet. Bethan gave the filter and export steps and Kayleigh confirmed it worked.

Problem: Kayleigh needed to send one home's fee invoices to its manager each month. Handling: Bethan gave the steps to filter by home and export. First response took 73 minutes, well inside the normal how-to pace, and the ticket was solved 24 Jul 2024. Watch: Kayleigh said she will repeat this export every month, so it is a recurring task.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)73

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created · Kayleigh Pounder 11 Jul 2024 11:52
Morning. I need to send the fee invoices for one home to its manager each month. Is there a way to export just that home into a spreadsheet, rather than the whole group? Kayleigh
Public reply · Bethan Lister 11 Jul 2024 13:05
Hi Kayleigh, yes. Open the invoice list, filter by the home field, then choose export. Just so I've got this right, a spreadsheet is what you need? Can you try that and tell me what you see? Thanks, Bethan
Public reply · Kayleigh Pounder 11 Jul 2024 15:45
Found it, thanks. That's exactly what we needed, and I'll do it that way every month. No need to reply. Kayleigh
Status change · Bethan Lister 24 Jul 2024 12:03
Status change · 28 Jul 2024 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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