Line Items

This job efficiently record product/service details in invoices, including description, quantity, price, taxes, and discounts. Subtotal and grand total calculations streamline invoicing, with clear currency codes for precise financial tracking

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Data

Sample Data

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Data headers

Header	Description
por_date	Purchase order date
por_no	Remote ID associated with the purchase order
li_item_name	Name of the line item in the purchase order
li_gst	GST information for the line item
li_quantity	Quantity of the line item
li_cost	Cost of the line item
li_total	Total amount for the line item
li_tds	TDS information for the line item
li_tds_amount	TDS amount for the line item
li_rcm_amount	RCM amount for the line item
li_rcm_percentage	RCM percentage for the line item
por_currency	Currency used in the purchase order
por_type	Type of the purchase order (e.g., standard, recurring)
por_vendor	Name of the vendor associated with the purchase order
por_status	Status of the purchase order
por_submitted_by	Name of the user who submitted the purchase order
por_submitted_by_email	Email of the user who submitted the purchase order
por_budget	Name of the budget associated with the purchase order
por_budget_code	Code of the budget associated with the purchase order
por_invoice_date	Invoice date in the purchase order (substring to show only the date)
por_documents	Number of documents attached to the purchase order
por_is_paid_out	Indicates if the purchase order is paid out
por_payment_process	Payment process associated with the purchase order
por_payment_terms	Payment terms associated with the purchase order
por_hold_payment	Indicates if payments for the purchase order are on hold
por_createdAt	Date and time when the purchase order was created
por_updatedAt	Date and time when the purchase order was last updated
por_id	ID for the purchase order
por_submitted_by_id	ID for the user who submitted the purchase order
por_vendor_id	ID for the vendor associated with the purchase order
por_budget_id	ID for the budget associated with the purchase order

Filtration options

This job can restrict the data that is visible in spreadsheets. Use the following parameters to restrict the data.

Parameter	Options
start_date	Select bills with billing date on or after start_date. Format - YYYY-MM-DD
end_date	Select bills with billing date on or before end_date. Format - YYYY-MM-DD