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Is there any way to see / filter all contact assigned to companies that received an invoice during the last X month?


thx

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베스트 답변

Hi,

It can be done from the Invoice tree view using filters.

From the invoice tree view , add filter Invoice/Bill date is between your selected period and add another filter for the company, then group by for the partners as below:


Then if you need to get all the partners in an Excel file, export it from the tree view using export button


Hope this will help you

Thank You

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