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You can export invoices from RSM InTime to your external accounts system.

You can export client invoices, self-bill invoices /wiki/spaces/ds/pages/51875309 and supplier invoices (where the invoices have been matched and accepted in InTime).

Your accounts system export will be configured by the Baker Tilly Revas RSM ESL support team for you.

You need to export invoices in order to close them off within InTime.

How do I export invoices to my accounts system?

1. On the menu bar, select Invoicing > Sales/Pay > Search.
2. Use the Choose the types of invoices you want to export with the tick boxes below
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3. Use any additional search criteria to search further filter for the specific invoices that you want to export. For example, you could The usual case is to set the Exported Status to No to display all invoices that have not yet been exported; then click Search.
4. From the list, select the invoices that you want to export.
5. Click Export.
   Depending on which accounts system you are using, clicking Clicking export will initiate a system-to-system export, or enable the export process and provide you to download a CSV file to import into your accounts system. 

What accounts systems are supported?

• CSV download:
  
  • Xero
  • Sage 50
  • Sage 200
  • We can develop a Custom Invoice export to match a file specification you supply. (Quote subject to scope)
• System-to-System export:CSV download
  Twinfield (only Baker Tilly's own Twinfield)
  • NetSuite 
  • Xero
  • Access Dimensions
• Client Portal Reporting:
  • Xero 
• • Twinfield
• Export using Integration partner:
  • Sage 50Sage 200Intaact - Vision33