Create export (window)

Economy > Sales ledger export > File > Create export

In this window, the items to be included in the export file with the accounting documentation can be selected and the documentation itself can be created. It can then be exported again at any time, without its content changing.

Function	Description
Until	Specify the date up to which you want to compile the accounting documentation. The from-date is the to-date shown for the last export in the list. If today’s date is selected, it is not definite that all today’s account coding will be included, as the day has not yet ended. If a date earlier than today’s date is selected, all the account coding not yet exported up to the specified date will be included.
Region filter	If you want to include account codings from all your regions, select [Any]. If you code by region but also have account codings without a region, export these by selecting [None].
Include invoices	All invoices up to and including the date selected above are included in the export.
Include payments	All payments up to and including the date selected above are included in the export.
Include supplier bills	All supplier bills up to and including the date selected above are included in the export.
Create	The accounting documentation is created and placed at the top of the list. It can be exported as many times as desired, to different formats, without changing its content.
Cancel	No accounting documentation is created. The invoices, payments and supplier bills that are not in any previous export can be included the next time an export is created.

Reference Materials

Exporting accounting records

Sales ledger export (window)