Export 5173: Difference between revisions
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(Created page with "<translate> == Export period costs == The ''Export period costs'' is for exporting periodic billing data directly to file. === Export Content === The following information is displayed in the export: {| |- | width="125px" | | |- |Start period |- |End period |- |Period |- |Node |- |Organization group |- |Object |- |Person |- |Info |- |Object type |- |Type of cost |- |Cost description |- |Category |- |Account |- |Count |- |Amount |- |Unit |- |Content type |- |C...") |
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== Export period costs == | == Export period costs == <!--T:1--> | ||
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The ''Export period costs'' is for exporting periodic billing data directly to file. | The ''Export period costs'' is for exporting periodic billing data directly to file. | ||
=== Export Content === | === Export Content === <!--T:3--> | ||
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The following information is displayed in the export: | The following information is displayed in the export: | ||
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{| | {| | ||
|- | |- | ||
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=== Selection === | === Selection === <!--T:6--> | ||
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# Select a [[{{Link}}Main Group|main group]] | # Select a [[{{Link}}Main Group|main group]] | ||
# Define an interval: | # Define an interval: | ||
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'''Note:''' The file has been exported, not sent. Sending the file is a separate task. | '''Note:''' The file has been exported, not sent. Sending the file is a separate task. | ||
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{{:Biller Exports}} | {{:Biller Exports}} | ||
Latest revision as of 09:32, 23 February 2023
Export period costs
The Export period costs is for exporting periodic billing data directly to file.
Export Content
The following information is displayed in the export:
| Start period | |
| End period | |
| Period | |
| Node | |
| Organization group | |
| Object | |
| Person | |
| Info | |
| Object type | |
| Type of cost | |
| Cost description | |
| Category | |
| Account | |
| Count | |
| Amount | |
| Unit | |
| Content type | |
| Cost | |
| Currency |
Selection
- Select a main group
- Define an interval:
- Enter a start period
- Enter an end period
- Enter a file name
- Select an export format (excel, tab, comma, semi colon or pipe)
- Check include header row if you want to include header row at the top of the export
- Click on export data
- The file is exported and saved in Pro 9
Note: The file has been exported, not sent. Sending the file is a separate task.
How to - Browse Previous Export Files and Delete Exports
In the history tab, you can open the export file and delete a previously made export
- Read more about how to open the export file and delete a previously made export.
How to - Send Export File via FTP
- Click on one of the exports
- Click browse export files in the Links menu
- Review the file contents by clicking on show
- Click on FTP in the send with FTP column to the right of the file you want to send
- A frame with the FTP settings is shown
- Select one of the preset FTP connections in the choose FTP connection menu
- The address in server is automatically updated
- If you want to choose a different location for the exported file, edit the field path
- If you would like to rename the file on the remote site, enter the new name in the field rename the file to
- Click on send
- The file is sent
How to - Add, Edit or Delete FTP Connections
- Read more about how to manage the FTP settings