Export

We start with a checklist:

• Is there a VAT code?
• Are prices included the ledger accounts?
• Are there customers and final invoices in the system?
• Is there an export type?

If all questions can be answerd with yes, the export can be started.

Export receivables

We start with the receivables export. We start with a filter in the customer context.You can make any filter you like, it depends on the type of customers you want to export. In this example we go for a filter of a limited set of customers:

customerid < 500

The export can be started from the toolbar. Click on the little black triangle and choose 'Specify'. The export formats are shown. Choose the desired format and export it. An document starts to download in the browser.

Export invoices

You want to export your invoices. Start in the context 'Invoices'. Start with a filter, most of the times this is a invoice date related filter.

The export can be started from the toolbar. Click on the little black triangle and choose 'Specify'. The export formats are shown. Choose the desired format and export it. An document starts to download in the browser.