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Note: If using the xlsx file in red above, you may want to use this csv file which is grouped slightly differently: Form 1034_1035 Excel Template Export - sub-totals by Cost Element.csv

Go to Unanet > Admin > Export > Import as in the screenshot below. After clicking on the left menu "Import", browse for the file you just saved.


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Step 3 - Edit the template as necessary

Click on Admin > Export and in the section "Accounts Receivable Templates", click the edit pencil next to the template you just loaded "Form 1034-1035 Excel Template Export". You can edit any of the rows of the template as necessary. You may choose to run it without editing first to get a feel for how the fields are populated by default.

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This template exports Unanet invoice data into the format required by 1034/1035 invoice formats. Run the export by clicking on Admin > .Export and clicking the Blue Run button next to the template.

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Specify the necessary criteria for date range, invoice status, projects (if necessary), etc. on the Export page. Note that the Status must be "Completed" in this criteria page. (In order to Complete an invoice, on the Invoice List screen next to the invoice, you would have clicked the green Completed icon).

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