Exporting invoices with Exporter

Configuring Exporter

Navigate to the General Settings. In the section Invoicing set the Invoice export strategy to Exporter.

In the menu Invoicing you navigate to your Invoices and select the invoices you want to export towards your accounting software.

Click the Export button at the top. The export file is then compiled and Exporter will open automatically as soon as it is ready. If it concerns many invoices this can take a while.

If you do not select anything, all previously not exported invoices will be exported. You can recognize the invoices that have already been exported by the colored dots in the State column.

Caution: Enter the Accounting no. in the customer's relation file in the Identification section. This is the reference to this file in your accounting package.

If this field is empty, you will receive a warning and the invoice will not be exported.

Using Exporter

The very first time it is used, Exporter asks which accounting software you want to export to. This choice is saved. You can change this choice later. You currently have a choice of 36 accounting packages.

The file that AdminPulse has created is immediately ready in Exporter. You can still change the file to be exported here. The accounting software to be used can also be changed here.

Click Next at the bottom.

Basic settings for your accounting software

On this screen you enter the parameters that your accounting software needs to import the invoices correctly. This screen is therefore different for each accounting software. This article lists the accounting packages that can be exported, each with a link to the description of the parameters.

At the top of the screen you see warnings (if any): data that Exporter expects and that is not supplied by AdminPulse. First correct this data in AdminPulse and re-export the invoices.

In the screen below you see the parameters that must be entered for the accounting package Winbooks.

When you entered all the parameters, click Next. Exporter will remember the entered parameters.

View invoices (and customer data) and adjust if necessary

In this screen you will see 3 tabs at the top: Invoices, Customers and About.

Invoices

This screen is opened by default. Invoices have a black invoice number,  credit note numbers are red.

At the top you see the invoices / credit notes that are being exported, at the bottom the split between the accounts for the invoice or the credit note that is selected at the top (blue bar).

If an entire line is in red, there is an error in the data. At the bottom of the screen is described what is wrong.

Click on the blue line number before the line to improve data. A detailed screen opens, in which you can make adjustments.
These changes are only made for this export, they are NOT saved in AdminPulse. Click Save at the bottom of the screen to save the changes, or Cancel to close the screen without saving.

Customers

If you indicated in the parameters that you also want to export customer data, you can check this here.

In the example above you can see that the text in line no. 3 is completely in red. This means that there is an error in the data. At the bottom of the screen you see that in the accounting software the Postcode field is limited to 10 characters. Therefore, the value in the Postcode field in line 3 is too long. Click on the blue line number in the first column to adjust the line.
These changes are only made for this export, they are NOT saved in AdminPulse. Click Save at the bottom of the screen to save the changes, or Cancel to close the screen without saving.

About

In this screen you see the version of the Exporter and the version of the accounting software that is exported to.

If you checked all the details, click on Next at the bottom of the screen.
Exporter creates the file or files that your accounting software needs and saves them in a .ZIP file. Save this file on your computer in the import folder for your accounting software.
Open this import folder and right click on the .ZIP file you just downloaded. Select "Extract here". Now the files are ready to be imported into the accounting software.