Exporting to Accounts System

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

You can export client 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 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 Sales/Pay > Search.
2. Choose the types of invoices you want to export with the tick boxes below
   
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?

• System-to-System export:
  • NetSuite 
  • Xero
  • Twinfield (only RSM's own Twinfield)
• Client Portal Reporting:
  • Xero 
• CSV download:
  
  • Sage 50
  • Sage 200