Export of ingoming receipts

Incoming invoices can be stored in the Receipt entry module in PDF format or imported directly as e-invoices (see Read digital invoices).

A document saved there for the first time automatically receives an “Original” flag, which identifies it as an incoming invoice.

In addition to the invoice, other related documents, such as delivery notes, can be stored in the file attachments.

 

Incoming invoice saved as a file attachment

 

The incoming invoices archived in this way (with the original flag) can be collectively copied into a folder for transfer to an accounting program using the “DATEV; Receipt documents” financial accounting export.

The export type determines whether all documents from the selected period should be exported (complete export) or only those that have not yet been exported in a previous export (differential export).

The export period can be freely configured.

The file storage path is preset with the path from the program settings, but can also be customized for each export.

With each export, a subfolder with a timestamp is created in this folder, into which the documents are copied.

 

Accounting export of receipt documents