Financial Export

To export the updated costs for import into Sage

1. Go to the Export menu and select Financial Export. The costs for all jobs that have been invoiced but not yet exported will be displayed.
2. You can filter by Client by using the the drop down menu.
3. Click on Create Batch.
4. A Batch number will be generated.
5. Export the Batch to a CSV file so it can be imported into Sage.
6. The Batch will appear in Financial Export History.
7. The Batch number and Invoice/Credit Note number will now appear on each Job next to the costs.