Tuesday, February 11, 2014

Spreadsheet of financials

We sometimes get asked "...I'm wondering if you have a way to download a spreadsheet of all our financials? We need to tally our records for taxes, and I couldn't find an easy way to do that on the Trepstar site."

We don't have financial spreadsheets yet, but you can:

  1. Click the recent orders button (from within your TrepStar account)
  2. Scroll to the bottom
  3. Enter a date range (such as last year)
  4. Click the [] Export search results... checkbox
  5. Make sure to check the [] Pricing Info box.
  6. The search results could be copied and pasted into your spreadsheet.  From there you can add column totals etc.
 

 

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