Export templates for solutions
Appxite offers the possibility to export the platform data already tailored to fit the external invoicing solutions.
!Note at the moment this is supported for Xero solution. If you are interested in having an additional solutions to be added to the Export template list, please submit the request via ideas.appxite.com for review.
How to export the template?
Go the Report section of the portal
On the bottom selector find the section "Export templates".
Follow the steps below to export the data
- Open selector to choose the template for exporting
- Choose the template
- Click on the arrow to generate the report.
Once the report is generated, the following actions can be done:
- Select the time period you would like to generate the invoice;
- Select customer
- Click on three dots > Export data !Note hoover with mouse to the right upper corner of data to have the three dots displayed.
- A pop-up window will appear. Choose the format you would like to export
- Press "Export"