Show all invoice items when invoices are exported on the fund advisor portal
The description of invoices lives on the invoice item level, but the fund advisor portal only shows the invoice level - ie. Fund advisors can view the invoice ID, amount and customer name, but not any description of what the invoice is for.
It would be great if, when the fund advisor exported the invoices tab, it showed all invoice items, quantities, etc.
Lauren Wheat
shared this idea
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Anonymous commented
Yes! We really need the advisor to be able to see the description column in the export. Only seeing the amount doesn't provide enough info. Thanks!