How to Create a Usage Report in the Metro Accounting System?
The Usage Report can be generated from the Invoices section of the Metro Accounting System by selecting the Usage Report export template.
1) Once logged in, navigate to the "Accounting" module by clicking on its icon in the main dashboard or by using the application menu.
2) Navigate to Accounting:
- In the Accounting module, look for the menu bar at the top of the page. Click on 'Customers' > 'Invoices' menu.
3) View Invoice Listing Page.
4) Select Invoices to Export, Select the Invoices you want to export. To select all Invoices, click the checkbox in the top-left corner of the list.
After clicking the "Export" under the Action button.
5) Choose Fields to Export ,In the export wizard, select the fields you want (e.g., Order Reference, Customer, Salesperson, Activities, Total, Creation Date, Created by, Status, Last Updated by, Last Updated on, Company).
If you need this format in the future, save the selection as a template.
Select Export Format: Choose the required export format, either CSV or Excel (XLSX). Then, select the Usage Report (PSG Claim v1) template.
6) Click Export, The file will be downloaded to your system.
To get more details, how to creatcreate a Usage Report in the Metro Accounting System, please do contact us at support@metrogroup.solutions