Note: The changes to the Credit Requests export were made on 30th September 2025.
How do I export a CSV file listing my Credit Requests' information?
Navigate to Accounting > Raised Credit Requests and apply the required filters. You can filter Credit Requests by Clients, Students, Client Managers, Packages and more. The filter options also include fields for paid as well as voided Credit Requests. Once you've selected your filters, click the 'Export CSV' button to download the file.
There are two export options:
Detailed Export: A detailed format compatible with Xero. Each Credit Request may have multiple lines, with each line representing a separate charge item, making it suitable for comprehensive accounting.
Basic Export: A simplified CSV with essential financial details for general use, without detailed itemization.
How have the columns changed on the Credit Requests export?
No changes have been made to the columns in the Credit Requests export.