Export
With Export feature you can export companies, contacts, projects, transactions, settlement, payment to excel. Exported data will be saved to Your Documents and available in your mail inbox also.
There are 8 objects in system which can be exported -
1. Projects
2. Company
3. Contact
4. Account
5. Voucher
6. Transactions
7. Settlement
8. Payment
‘One to Many’ Voucher Export only possible for Sales Voucher and Purchase Voucher.
In Sales Voucher only one sundry debtors possible in debit side and credit side you choose multiple accounts. And in Purchase Voucher you can select only one sundry creditors and debit side you choose multiple accounts.
‘Many to Many’ Voucher Export available for all type Vouchers. In this type Vouchers you can select debit or credit side multiple accounts.
step 1: Click +Create New button in Export then select Company in Applies to field.
Click + button in custom filter section for creating new query for export all companies.
Select 'Company: Create Date' then 'less or equal' 'Now' then search it.
[‘Company : UniqueID’ ‘is not empty’ - this query also give all company list]
Fill email address where you want this export and save this export.
step 2: Export saved successfully, click on green button to run export. This Export excel file is available in your document section also and in e-mail inbox which you specified in Export.
step 1: Click +Create New button in Export then select Contact in Applies to field.
Click + button in custom filter section for creating new query for export all contacts.
Select 'Contact: Create Date' then 'less or equal' 'Now' then search it.
[‘Contact : UniqueID’ ‘is not empty’ , ‘Contact : Fullname’ ‘is not empty’ - these query also give all contact list]
Fill email address where you want this export and save this export.
step 2: Export saved successfully, click on green button to run export. This Export excel file is available in your document section also and in e-mail inbox which you specified in Export.