The Accounting page in TMS is where financial information can be exported from your system. Depending on which integration option your system uses, exports will be generated either in CSV format, IIF format, or sent to your accounting program via direct integration.
When first landing on the Accounting page, a list of all previous exports from the system will be listed out under the "Exports" section. If an export is a CSV or IIF export, a download icon will display where you can download the file. Any exports without the download icon were exports that took place via a direct integration to your accounting program.
Export details can be viewed by clicking the eye icon, or if needed a refresh option is also available to refresh the export records.
Creating New Exports
To create a new export, click the "Create New" button in the upper right corner.
This will take you to the new export page where you can select the Chart of Accounts you want to create an export for and the type of selection you want to include in your export (Cases or Misc Sales).
Filtering And Selection Options
After selecting your Chart of Accounts, cases or sales will populate in the list below to be selected for the export. The cases or sales that appear for the export can be filtered by date using the "Contract Date From" and "Contract Date To" fields.
From the list of selectable options that appear, select which cases, contracts or sales you want to export. Toggle boxes will display on the left side of each option that can be used to make specific selections. If you want to select all, options are available under the contract date fields to "Select Current Page" or "Select All Pages".
Once you have made your selections, click the "Export" button to begin your export.
After the export has completed, it will appear at the top of the Exports list on the Accounting page.
