You can export invoices from InTime to your external accounts system.
You can export client invoices and supplier invoices where the invoices have been matched in InTime.
#zzz Presumably there has to be some behind-the-scenes configuration done in order to export to specific accounts packages? Is this all done for the customer, on a per-customer basis. Does the customer need to know any of that? Our system isn't set up to allow the export.
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?