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.

construction export workflow invoices 4e5ae
Figure 1. List of invoices
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).

construction export workflow invoices d9601
Figure 2. Column visibility configuration action

After selecting it, the column visibility and order configuration window appears. Here we can modify the visible columns.

construction export workflow invoices 84a4a
Figure 3. Column visibility configuration dialog
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.