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