Within the past few months when downloading the monthly reports by currency under the Accounting tab each report now downloads as an individual ZIP file. It would be useful to be able to download one report of payments received with the option to select multiple currencies and one report with all refunds made for all currencies during the month. Or in the short term go back to the old method where the csv downloads weren't in a zip file so that I can just highlight all csvs and move to the folder I need them on my computer

πŸ” Problem Statement

The monthly reports download under currency settings has changed format in recent months, breaking existing finance team workflows. Column ordering, naming, or data format inconsistencies make the reports incompatible with automated import processes.


πŸ’‘ User Story

As a finance team member, I want monthly reports to maintain a consistent, documented format, so that automated import processes are not broken by unexpected format changes.


🎯 Definition of Done (DoD)

A feature is done when:

βœ”οΈ Given the monthly reports export, when it is downloaded, then the column ordering, naming, and data format match the documented specification β€” and any future format changes are versioned and communicated in advance.

Please authenticate to join the conversation.

Upvoters
Status

Backlog

Board
πŸ’‘

Pelcro Product

Tags

Product Board

Date

9 months ago

Author

An Anonymous User

Subscribe to post

Get notified by email when there are changes.