Export Mapping

About

PinvoiceR provides a standard method to Export Pay Journals or Export Invoices. In both cases the format of the output fixed. If a different format output is required then you can set up and use a custom export map.

How to Use

Define the new custom output

In System -> Export Tools use New - CSV Export Mapping to create a custom definition (field map) of the fields to be output.

Navigate to System -> Export Tools and select New - CSV Export Mapping. Here select

Select the name of an existing map to overwrite. Edit Field Mapping (note that Upload Export Map is used where you have created a map elsewhere and want to copy it into this system). If the Export format is to be MYOB then make sure than Blank Header Rows = 1. Select the fields to include and the order they will appear left-to-right in the CSV. Make sure that the order is consecutive, i.e. leave no gaps. The Description column lists internal database able names - these cannot be changed. The Destination Field Name is what you want the column headers to be in the output CSV. Do not use spaces. Field Size can be shrunk (it will truncate if necessary) but cannot be expanded. You can select different formats for the output of date files. If the content of a field is to be text then set the Field Delimiter to Double Quotes to cope with spaces.

Use the new custom field map

To use the new map:

Select System -> Export Tools -> New - Export xxxx because the System - Export Tools - Export Invoices does not look at the exported status of the invoice, it just loads everything where the new export only load invoices that are waiting to be exported.