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summary is available in the following formats. ·
General Format
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Financial Institution Format
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MYOB Service Sales
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XERO Service Sales
Microsoft Dynamics Format
Authorised Users can access the report by selecting:
Reports > Invoice>
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Export Invoices Summary - Accounting
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Then Select which format you would like this in and the Period Ending Date
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General Format
Template
Fields
Customer Code | Invoice No | ClientName | InvoiceDate | Description | TaxType | Hours | Sub Total | Total Allowances | Total GSTExcAmount | Total GST | Adjustment | TotalEarnings | TrackingName1 |
Financial Institution Format
Template
Fields
Customer Number | Document Number | Document Date | Document Amount |
MYOB Service Sales
Template
Fields
Card ID | Invoice # | Job | Amount | Inc-Tax Amount | Date | Description | Account # | Tax Code | Payment is Due | Tax Amount | Balance Due Days | Tax Inclusive | Journal Memo |
XERO Service Sales
Template
Fields
ContactName | EmailAddress | POAddressLine1 | POAddressLine2 | POAddressLine3 | POAddressLine4 | POCity | PORegion | POPostalCode | POCountry | InvoiceNumber | Reference | InvoiceDate | DueDate | InventoryItemCode | Description | Quantity | UnitAmount | Discount | AccountCode | TaxType | TaxAmount | TrackingName1 | TrackingOption1 | TrackingName2 | TrackingOption2 | Currency | BrandingTheme |
Microsoft Dynamics Format
Template
Fields
Posting Date | Document Date | Document Type | Document No. | Account Type | Account No. | Description | GST Prod. Posting Group | Amount | State | Bal. Account Type | Bal. Account No. | Applies-to Doc Type | Applies-to Doc. No. |