The export tab of the accounting page will allow you to export case financial details to your accounting software. Cases will be listed out in the case list, displaying information regarding the name, case number, invoice date, branch, change date, last payment date, number of payments needed, number of adjustments needed and whether the case is locked. A toggle box is available to mark the case to be exported.
At the bottom of the section, options are available to configure what cases you want to see in the case list. Cases can be filtered by branch and start/end date range. An option is also available to get pending clients by invoice/payment date or date of death. If you only want to show locked invoices, use the toggle box beside the drop down that says "Show only locked invoices".
Once you have your cases selected to be ready for export, the "export to" drop down can be used to select your accounting software. Export options are available for the following:
- AccPac
- Business Works
- Dynamics
- MYOB
- NAVision
- Passport
- Peachtree
- Quickbooks and Quickbooks journal entry
- Sage 50 (Canada) / Simply Accounting
- Sage 50 (U.S.)
- Sage 100 /MAS 90/200
- Professional Funeral Alliance
Once you have selected the software you want to export to, click the export button to generate an export file in the format that corresponding software uses.
