Overview:
In the Advanced Settings, users have the option to change the format in which daily cash receipts are downloaded. By default, receipts are downloaded in PDF format, but users can switch to CSV format for better data handling, analysis, and integration.
Setting Options:
- Download Daily Cash Receipt As
- PDF: The default setting for daily cash receipt downloads.
- CSV: Alternative format for downloading daily cash receipts in a structured, editable format.
Behavior:
- When PDF is selected:
- Daily cash receipts are downloaded as PDF files, which are ideal for viewing, printing, and sharing documents.
- When CSV is selected:
- Daily cash receipts are downloaded in CSV format. This allows for easy import into spreadsheet software (e.g., Microsoft Excel, Google Sheets), enabling more advanced analysis, filtering, and data manipulation.
- CSV format provides raw, structured data that can be easily processed and integrated with other systems for reporting or further financial analysis.