Account Exports

Blue Kollar currently supports exporting accounting data to SAGE.

Exporting-
1. To use the export functionality, navigate to Accounting --> Invoice and search for the invoice(s) you would like to to be exported.
2. The Export button can be found in the top right hand corner of the search results. There are two exporting options: Export Summaries or Export to Accounting.
3. If you choose Export to Accounting, a CSV file will be downloaded in a SAGE approved format, including the appropriate overrides (instructions to set up overrides are below).

OR

1. Navigate to Accounting --> Batch Billing and create a batch for export.

2. Click the Generate Invoices button and the Batch Summary pops up.

3. In the top right hand corner, is the option to Export Summaries or Export to Accounting.

Overrides-

1. To set up the override functionality, go to Admin -->Accounting --> GL Code Overrides.  

2. Select an existing type or use the New button to create a new record.

3. On the details page, choose the appropriate Pricing Type (if creating a new record), Tenant Site and Internal and External GL codes (or leave as Default if the Default GL code applies.)  These codes will be exported when invoices are created for specific sites.