How to export custom fields (in expenses)

r.vieider · August 10, 2020, 8:16am

Hi there,

I added a custom field in my expenses but I am not able to add this field to my reports nor is it possible to export it to csv/xlsx.

Did I miss anything?

thanks for your support,
robert

hillel · August 10, 2020, 8:33am

Hi,

I’m assuming you’re self-hosting, are you using the latest version of the app?

r.vieider · August 10, 2020, 8:35am

Hi,

yes I am self-hosting. My current version is 4.5.19

hillel · August 10, 2020, 8:38am

Sorry, I’m not sure. The custom fields won’t be in the export but should show as an optional column in the report.

r.vieider · August 10, 2020, 8:42am

hmmmm. I couldn’t find an “optional column”.

columns
(only the default columns are offered)

However the most important thing would be to be able to export it. Is it planned to bring this feature?

hillel · August 10, 2020, 8:49am

Thanks for the screenshot! It doesn’t match what I’m expecting to see, I suggest checking this code matches up:

github.com

invoiceninja/invoiceninja/blob/master/app/Ninja/Reports/ExpenseReport.php#L16


use App\Models\Expense;
use App\Models\TaxRate;
use Auth;
use Utils;

class ExpenseReport extends AbstractReport
{
    public function getColumns()
    {
        $columns = [
            'vendor' => [],
            'client' => [],
            'date' => [],
            'category' => [],
            'amount' => [],
            'public_notes' => ['columnSelector-false'],
            'private_notes' => ['columnSelector-false'],
            'user' => ['columnSelector-false'],
            'payment_date' => ['columnSelector-false'],
            'payment_type' => ['columnSelector-false'],
            'payment_reference' => ['columnSelector-false'],

We don’t plan on adding any features to v4 however this will be supported in v5.

r.vieider · August 10, 2020, 9:23am

aaaaah. It was my fault. I took the report for “profit and loss” and expected to see the custom fields there as well.
Now as I took the report for my expenses I can enable the custom field. Even the report export function does work for me.

In this case. Everything is fine. Thanks for your help!

r.vieider · August 10, 2020, 9:26am

another question because of v5. → Is there a way to update my self hosted installation to v5? The migration button doesn’t work.

After the migration wizzard, there comes the following:

hillel · August 10, 2020, 9:43am

Have you setup a v5 install? You need to migrate from v4 to v5, you can’t update v4 in place.

r.vieider · August 10, 2020, 9:45am

no I didn’t setup a v5 so far. I thought there would be a way to migrate…

In this case I wait for the stable launch…