Please can you assist with a report as follows (based upon Invoice format as in South Africa)
Hi @Ishta, thanks for reaching out. We offer some great resources for building a custom export that you can find in our Help Center here.
To get started building a custom export template, head to your Settings > Your Account > Preferences > CSV Export Formats page. Create a new export format and use the formulas found on this page to start building.
Specifically, you're going to be interested in the formula below as they match the information you shared that was important to you.
Meeting with Bill from accounting
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