New to the community? Start here

[The Hub] Client Billing export data for taxes

3

I’d like to be able to filter invoices by year, and export to CSV. This way I would easily get all of my transactions for the year in a downloadable spreadsheet.

I’m doing my taxes now and having to manually sum all the transactions in the Hub is painful. The filter also only allows to filter down by a single date and not by period or year.

Thanks!

Wed, 1 Mar 2023 1:49:33
More The Hub discussions
The Hub
  • Pawel Pela
    • Ex Staff

    Hello Phil !

    Hope you’re having a good day!

    I checked and indeed it currently works like you’ve said. I think it’s generally a good idea and thinking of doing my taxes as well I can see the benefit here as well :smiley:

    I also checked and we do have an earlier request like this so I’ll add yours there as a comment to let the team know there are more people who would like to see this feature added!

    Warm regards,
    Pawel

  • Phil
    • Look Up

    Pawel Pela Thank you! I’d like to also bring up another point if I may, as perhaps it can tie in to this one as well.

    To access the history of payments charged to our accounts for active subscriptions and plans, we go to My Account > Payments & Billing > Billing History. This allows one to download individual invoices, or request a Billing Statement. The Billing Statement “[generates] a CSV file of your invoices for a selected period and send it to your account email.”

    In this thread I’m asking for an easy output of Client Billing transactions into CSV, allowing me to see the revenue I’ve generated through WPMUDEV. The Billing Statement export allows me to see the expenses I’ve incurred to generate my revenue.

    The Billing Statement functionality is broken and needs fixing.

    Currently here are two major issues with the Billing Statement functionality:

    1) You can only choose a custom range of 2 months. What if I want to see a report for a full calendar year? I would need to generate 6 separate Billing Statements. Why not just offer an option to generate a CSV file with all transactions for an entire calendar year?

    2) You can only generate a Billing Statement once, then a 1 hour cooldown period is put in place. Without the ability to request all my transactions for a calendar year in one go, I’d have to waste 6 hours choosing two-month periods, and requesting individual Billing Statements. There has to be a better way than this…