You can export invoices from InTime to your external accounts system.
You can export client invoices, self-bill invoices and supplier invoices where the invoices have been matched & accepted in InTime.
Your accounts system export will be configured by the support team for you.
How do I export invoices to my accounts system?
- From the menu bar, click 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.
- Select the invoices in the list that you want to export.
- Click Export.
A page is displayed containing the export file. #zzz Is that correct? We can't get this far. Do they download a file, like a CSV? Or is it a file configured for a specific accounts package like Sage?
Supported:
Twinfield (only Bakertilly's own Twinfield) (System-to-System export)
Access Dimensions (System-to-System export)
Sage 50 (CSV download)