PRIM offers the possibility to export invoices with the status "Completed" or "Sent" in your accounting system.

 

 

It is recommended to export financial data frequently to avoid long lists of data to check before closing the batch.

 

It will be impossible to make corrections in transactions after export.

 

ATTENTION — Before exporting a batch of invoices, it is necessary to have configured the export parameters of the division for which you wish to export. This configuration is done from the "Export" sub-tab, in the "Settings" tab of the Division. Contact your PRIM Logix integrator to configure the export templates.

 

On the ribbon "System", click on to open the "Accounting transfer" window.

 

1.Click on a blank line in the "Batches" area or on to add a new batch.

2.In the selection window, choose a division from the list, if applicable.

3.Select "Invoices" from the list of available data types to export.

4.Click on (Save), a batch number will be added in the "Batch No." column.

5.Click on a blank line in the "Transactions" area to display the selection window and select the items to include in the batch.

6.Select all items from the list or check only the ones that will be exported, click on and on (Save).

7.In the "Status" column, click on (List of values) and select the option "Close the batch".

8.Click on .

9. ATTENTION — Checking the box "Include already exported items" could generate duplicates in your accounting system if the data is directly exported there.

 

10.Select the location for saving the file to your workstation and give it a meaningful name. For example, "Export_Invoice_Date".

11.If your configuration exports the data directly to the accounting system, you will not have to save the file.

12.The export status is changed to "Exported", the export date is added.

13.It is over for PRIM, you can use this file to import data into your accounting system.