Finance - Workflow system (external) data export

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

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.

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.

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.

Data import is already carried out in the AMAGE system using the invoice importer. This process is already described in a separate tutorial.