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General Spreadsheet support


O
omckoy

Ring OS currently lacks external integration with other billing systems. This can be inconvenient for users who need to bill for additional items outside Ring OS's native billing engine.

Spreadsheet Export:

Implement a feature to export billing data from Ring OS to a spreadsheet format (e.g., CSV, XLSX).
This allows users to easily transfer data to their preferred billing platform, eliminating double manual entry.

Spreadsheet Import:

Consider an optional feature to import billing data from external spreadsheets into Ring OS.
This caters to users who prefer Ring OS for core functionalities but utilize another platform for billing.
Streamline the import process for efficient data transfer and consolidation.

Benefits:

Reduced Manual Work: Eliminates duplicate data entry, saving time and minimizing errors.
Increased Flexibility: Caters to users with existing billing preferences outside Ring OS.
Improved Efficiency: Streamlines billing workflows for users who manage additional items outside Ring OS.

A

Activity Newest / Oldest

O

omckoy

EDIT:
To download the invoices, you may do as follows on RingOS:
1. Click on Admin
2. Go to reports
3. Under the 'Receivables' tab, go to the 'Invoices' subtab
4. Select the date you would like to view, and make sure to select the dates from the month before (ex: For 6/1/2024 invoices, enter the dates from 5/1/2024)
5. Click on the search icon
6. Click the download file next to the search and refresh icon.
7. Select whether you would like the basic view or the detailed view
8. Click download