...
- On the menu bar, select Invoicing > Search.
- Use the search criteria to search for the specific invoices that you want to export. For example, you could set the Exported Status to No to display all invoices that have not yet been exported; then click Search.
- From the list, select the invoices that you want to export.
- Click Export.
Depending on which accounts system you are using, clicking export will initiate a system-to-system export, or enable you to download a CSV file to import into your accounts system.
What accounts systems are supported?
- System-to-System export:
- Twinfield (only Baker Tilly's own Twinfield)
- Access Dimensions
- Client Portal Reporting:
- Xero
- CSV download:
- Sage 50
- Sage 200
Sage 50
We conform to the Sage CSV file structure (audit Trail Transactions)
Default export configuration is a line per pay element on the invoice. Other configurations are available.
Sample InTime Sage 50 export file - sage50_InTimeSample.csv.
Column | Field | Type | Size | Validation | Precision | Import Type |
A | Transaction Type | text | 2 | BP, BR, CP, CR, JC, JD, PA, PC, PI, SA, SC, SI, VP, VR |
| Standard/Extended |
B | Sales/Purchase/Bank Account Ref | text | 8 | Look up |
| Standard/Extended |
C | Nominal Code | text | 8 | Look up |
| Standard/Extended |
D | Department Number | Int | 3 | 1-999 |
| Standard/Extended |
E | Transaction date | Date | 10 | Date | Xx/xx/xxxx | Standard/Extended |
F | Transaction (invoice) ref | Text | 30 |
|
| Standard/Extended |
G | Transaction detail | Text | 60 |
|
| Standard/Extended |
H | Net Amount | Decimal | 11 |
| 8 digits + 2d.p | Standard/Extended |
I | Tax code | Int | 3 | T0-T99 |
| Standard/Extended |
J | Tax amount | Decimal | 11 |
| 8 digits + 2d.p | Standard/Extended |
K | Exchange rate | Decimal | 11 |
|
| Extended |
L | Extra Ref | Text | 30 |
|
| Extended |
M | Username | text | 32 |
|
| Extended |
Sage 200
Sample InTime Output File
Xero
Sample Client Portal Output File