Summary
Oneserve offers an easy-to-use financial export feature which allows you to create CSV files containing job financials. This information can be imported into many other financial management systems such as Sage.
Guide
- Click on the "Finance" drop-down menu and select the "Financial Export" option to go to the Financial Export page
- The costs for all jobs that have been invoiced but not yet exported will be displayed
- You can filter by Client by using the the drop-down menu
- Click on
Create Batch
to generate a batch file. A Batch number will be generated
-
Click on the
csv
button next to the batch number to export a CSV file -
The Batch will appear in Financial Export History
- The Batch number and Invoice/Credit Note number will now appear on each Job next to the costs