Export templates for solutions

Zendesk Agent Zendesk Agent

Appxite allows exporting the platform data already tailored to fit the external invoicing solutions.

Note! At the moment this is supported by the Xero solution. If you are interested in having an additional solution to be added to the Export template list, please submit the request via ideas.appxite.com for review.

How to export the template?

  1. Go to the "Reports" section of the portal:
  2. On the bottom selector find the section "Export templates
    mceclip1.png
  3. Follow the steps below to export the data:

mceclip3.png

  • Open the selector to choose the template for exporting
  • Choose the template
  • Click on the arrow to generate the report

export_templates_screenshot_1.png

Once the report is generated, the following actions can be done:

  1. Select the time period you would like to generate the invoice
  2. Select customer
  3. If required, select Custom for the 'Invoice and Due Dates' filter and choose custom values.
  4. Click on three dots > Export data
  5. A pop-up window will appear. Choose the format you would like to export
  6. Press "Export"
  7. export_templates_screenshot_2.png
Note! Hoover with the mouse to the right upper corner of the data to have the three dots displayed.
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