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Create File

Create File

Create File

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In the Create File tab, the following criteria can be used to limit the documents that will appear in the export file:

 

Document Types Select the issue document types that you would like to include in the export file. At least one document type must be selected! (Record only document types will not appear in the list!).
Invoice from Select an invoice date if you would like to limit the documents that will be included in the export file using date criteria.
Invoice to Select an invoice date if you would like to limit the documents that will be included in the export file using date criteria.
Due from Select an invoice due date if you would like to limit the documents that will be included in the export file using date criteria.
Due to Select an invoice due date if you would like to limit the documents that will be included in the export file using date criteria.
Customer Select a customer if you would like to limit the documents in the export file to a single customer from the document header.
Customer Type Select a customer type if you would like to limit the documents in the export file to a single customer type.
Payment Method Select a payment method if you would like to limit the documents in the export file to a single payment method from issue invoices. Only payment methods of the type Z - Processing Center in the Payment Methods register will appear in the look up list.
Frequency Select the frequency of issue invoices if you would like to limit the documents in the export file by frequency.
Payee Bank Account Select a payee bank account if you would like to limit the documents in the export file to a single bank account.  Only bank accounts for which the Processing Center option selected will appear in the lookup list.
Document Status Select a document status if you would like to limit the export file by document status:
  • All- all documents, regardless of status
  • Approved - only approved documents
  • Unapproved - only unapproved documents
File Path Click the 025896.gif icon to specify the path where the export file will be created.
Export This button will create the export file for the processing center using the criteria that you have entered.

 

If the file is being used in another form in the program, the program will display a warning: File is in use!

If no records are available that match the criteria that you have entered, the program will display a warning: No data for export under the specified criteria!
Open Folder This button will open the file where you've saved the file for export.

 

 

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