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Exporting is the process of sharing or combining information between two or more systems. Chase allows its financial transactions to be exported to many major accounting packages, such as Pastel, Quickbooks, and Navision.
Before an export can be created, some export settings need to be defined. For more information on Export Settings please see how to set up an Export.
Export Settings screen
The Export Settings screen allows you to set up the Accounting Package to be used for exporting and provides information to assist with integrating the two systems.
Export Wizard screen
On this screen you can view all documents to be exported and export them.
Export Archives screen
This screen shows you all exported documents.
Tabs and Buttons
All new clients created in Chase will appear on the New Clients tab, waiting to be exported to the accounting package.
This tab shows you all Tax Invoices ready to be exported with all relevant information.
This tab shows you all Issued Client Credit Notes ready to be exported.
All new Suppliers created in Chase will appear on the New Suppliers tab, waiting to be exported to the accounting package.
Shows all Supplier Invoices captured and ready to be exported.
This tab shows you all captured Supplier Credit Notes ready to be exported.
Report via Excel
This button allows you to download information under these tabs as an Excel spreadsheet.
The Export button is used to export documents under the selected tab.
Export Date and Time
Shows the day documents were exported and the time of the export.
Shows you the financial period ending on the same day every month.
Name of all exported files for that day.
Allows you to download the zip file.