Native CSV/Excel Export from Billing Summary Screen
Category: Billing & Accounting / Reporting Priority: High (Operational Impact)
Problem Statement
Currently, there is no way to export monthly billing statement data from the Timus Manager into an Excel or CSV format. Currently partner uses a "snipping tool" to capture billing data as a PDF. This creates a manual, high-effort workflow that is prone to human error when reconciling monthly costs.
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There are limits/issues with the CW PSA agreement integration. We would like a Billing API or a way to capture the billing details in a csv for processing through our own integration tools.
This is a simple process. Can Timus please prioritize this feature for their partners? Or, do you have API access that we can use to get the same information?
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