Invantive Vision

The import of concept invoices to Exact Online is described here. A background script is available for the invoicing of hours to processes and projects and fixed price processes. This ensures that the invoice data will be stored as concept invoice lines. The daily process is as follows:

•Go to the screen 'Submit Background Job'.

•Select the background script ‘Invoicing: Process all parts’.

•Enter the parameters as follows:

 

•Wait until the process is successfully completed in the screen Background Jobs.

•Now you can check the concept invoices in the screen Concept Invoice Lines.

Upload concept invoice lines to Exact Online

A background script is available for the invoicing of hours to processes and projects and fixed price processes. This ensures that the invoice data will be stored as concept invoice lines.

Uploading the concept invoice lines as purchase orders goes like this:

•Go to the screen 'Submit Background Job'.

•Select the background script 'Exact Online: Extraction sales invoices' and enter the parameters, usually, 'N' (no) is specified at 0-sums take along:

•Wait until the process is successfully completed in the screen Background Jobs.

•Save the export as XML file in the folder ‘out’ on the server or in another location.

•You can import the XML file in Exact Online via the following menu:

•Then:

•Import the file finally with: