Biller AutoExport/en: Difference between revisions
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(Created page with "== Automatic Exports== Exports that are done regularly each month can be scheduled to be handled automatically. In the ''Automatic exports'' view, you make the settings for the scheduled exports. === How to - Schedule an Export === To be able to schedule an export you have to perform the following actions: # Open the specific export you want to schedule # Click '''Schedule this export''' in the '''Links''' menu Image:Icon Links.png # Enter a '''name''' for the...") |
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== Automatic Exports== | == Automatic Exports== | ||
Exports that are done regularly each month can be scheduled to be handled automatically. In the ''Automatic exports'' view, you make the settings for the scheduled exports. | Exports that are done regularly each month can be scheduled to be handled automatically. In the ''Automatic exports'' view, you make the settings for the scheduled exports. | ||
=== How to - Schedule an Export === | |||
=== How to - Schedule an Export === | |||
To be able to schedule an export you have to perform the following actions: | To be able to schedule an export you have to perform the following actions: | ||
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# Select an export format (excel, tab, comma, semi colon or pipe) | # Select an export format (excel, tab, comma, semi colon or pipe) | ||
# Click '''add''' at the top to save the scheduling of the export | # Click '''add''' at the top to save the scheduling of the export | ||
'''Note''': It is possible to run the same export simultaneous and export more the one file at the time | '''Note''': It is possible to run the same export simultaneous and export more the one file at the time | ||
=== How to - Edit an Existing Scheduled Export === | === How to - Edit an Existing Scheduled Export === | ||
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#:* The settings are shown | #:* The settings are shown | ||
# Edit the fields that need editing and then click '''save settings''' | # Edit the fields that need editing and then click '''save settings''' | ||
=== How to - Remove an Existing Scheduled Export === | === How to - Remove an Existing Scheduled Export === | ||
Latest revision as of 07:05, 14 February 2023
Automatic Exports
Exports that are done regularly each month can be scheduled to be handled automatically. In the Automatic exports view, you make the settings for the scheduled exports.
How to - Schedule an Export
To be able to schedule an export you have to perform the following actions:
- Open the specific export you want to schedule
- Click Schedule this export in the Links menu
- Enter a name for the scheduling of the export
- Enter a file name to name the file
- Define that the export should be scheduled by ensuring that the schedule box is checked
- Define according to which time zone the scheduling should be handled
- Define the day of the month the export should run in the monthly field
- Define what time of the day the export should run in the start at field
- Select if the export file should be sent out via email when the export is done by checking send export data
- Enter what email addresses to send the export file to in the to field
- If the export file is to be sent to more than one email address, enter them separated by semicolons
- Select a main group
- Define an interval:
- Enter a start period
- Enter an end period
- Select an export format (excel, tab, comma, semi colon or pipe)
- Click add at the top to save the scheduling of the export
Note: It is possible to run the same export simultaneous and export more the one file at the time
How to - Edit an Existing Scheduled Export
At the bottom of the exports view, the option automatic exports is shown
- If needed, click expand
next to automatic exports to show this section
- A list of the existing scheduled exports is shown
- Select what scheduled exports you want to see the settings for and click settings for export
- The settings are shown
- Edit the fields that need editing and then click save settings
How to - Remove an Existing Scheduled Export
At the bottom of the exports view, the option automatic exports is shown
- If needed, click expand next to automatic exports to show this section
- A list of the existing scheduled exports is shown
- Select what scheduled exports you want to remove and click settings for export
- The settings are shown
- Click delete
- The automatic export is immediately deleted