Exporting Income & Expenses

 

 

 

 

1.  Export Transactions From AusFleet Into a csv File

 

To use the specific Navision, Movex, ANZ or Finance One import programs, contact AusFleet Help Desk or your Account Manager.

 

1.1 To create a generic csv file with records from AusFleet

Interfacing>>Export Data>>Export Costs

 

 

Step

Action

1.  Transaction Details

Decide whether to export records for a financial period or based on a date range.

 

•Option 1:  Choose a financial period from the Periods reference file

(Reference files>>Administration>>Company Details>>Periods)

•Option 2:  Tick the date range flag and enter a date range from which transactions will be selected

•Click Continue

2.  Summarise

Select whether to export transactions for specific debtors or fleet items.

•Tick transactions to include

•Click Continue

3.  Choose Columns

Choose which data columns to include in the export file.

 

•Tick columns to include

•Click Continue

4.  Transaction Types

In the final step, choose the Transaction Types that will be included.

 

•Tick Types to include in the export file

•Click Continue

5.  Result

AusFleet creates a new Export Batch in Interfacing>>Export Data>>Costs

 

•Tick the batch(es) to export and click "Export".  You will be presented with an option to choose which columns to include

•The csv file is generated and can be opened in Excel

 

Exporting records to csv file

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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