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

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How do I export invoices to my accounts system?

  1. On the menu bar, select Invoicing > Sales/Pay > Search.
  2. 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 further filter for the specific invoices that you want to export. 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.
    Clicking export will initiate 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 RSM's own Twinfield)
    • NetSuite 
    • Xero
    • Access Dimensions
  • Client Portal Reporting:
    • Xero 
    • Twinfield
  • Export using Integration partner:
    • Sage 50Sage 200Intaact - Vision33