Finance - Workflow system (external) data export
Introduction
The tutorial shows how to export invoicing data from an external IT system (here on the example of the Workflow system implementation) for import to the AMAGE system
Description of the Workflow system or a similar Financial/ERP/Workflow system
Workflow (document circulation) or ERP/Financial (and accounting) systems have financial information on the costs of a given project. They are usually made available as a list of invoices that users use in defined workflows to accept, categorize and control costs. The AMAGE system may use these documents to enter financial information directly into the system.
Data export
On the example of the Workflow system, we can export financial data (invoices) to the XLS format, which can then be quickly imported to the AMAGE system.
To do this, in the invoice view, use the tools to export the selected view/list of invoices to the XLS format. In the example below, it is the Export
button available in the list of invoices, right next to the navigation buttons.
After selecting the button, all invoices are exported to an Excel file, which can be used for later import.
Depending on the configuration of a given user, the data presented in the invoice view may have different arrangement and visibility of columns. |
Some columns are necessary to transfer data to the AMAGE system, i.e. invoice number, issuer, invoice value. The system can also import other data. To modify the column visibility, use the column visibility configuration button (in this sample software).
After selecting it, the column visibility and order configuration window appears. Here we can modify the visible columns.
The AMAGE system, by defining the imported data format, may omit some columns and use only the essential ones. Therefore, it is not required to configure the views so that only the necessary columns are visible |
Data import
Data import is already carried out in the AMAGE system using the invoice importer. This process is already described in a separate tutorial.
The Howto is based on system version 1.17.0.2 (03.2022) and presents features that may not be available in your system. Ask AMAGE about making this functionality available. |
Due to the ongoing development of the system, some screens or configuration files may look slightly different, but will still retain the full functionality described here. This does not affect the essential functions described in this document. |