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 and accepted in InTime).
Your accounts system export will be configured by the 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?
- 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 RSM's own Twinfield)
- Access Dimensions
- Client Portal Reporting:
- Xero
- CSV download:
- Sage 50
- Sage 200