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Financial Export

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

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  • The costs for all jobs that have been invoiced but not yet exported will be displayed

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  • You can filter by Client by using the the drop-down menu

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  • Click on Create Batch to generate a batch file. A Batch number will be generated

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  • Click on the csv button next to the batch number to export a CSV file

  • The Batch will appear in Financial Export History

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  • The Batch number and Invoice/Credit Note number will now appear on each Job next to the costs

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