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DATA IMPORTS AND EXPORTS

Review the invoicing history of your projects, indicating what has been invoiced and/or paid per phase, then adjust the project turnover over time.

Go over invoicing history with platform "history" module

Before creating your invoices on the platform, review the invoicing history of your projects via Excel imports.

Go over invoicing history with Excel import

RESUME INVOICING HISTORY BY PROJECT

Take back the time spent on your projects by importing the time history.

How to import time history on a project ?

RESUME THE TIME SPENT BY PROJECT

Regardless of the country where you operate, you are required to provide a summary of your accounting entries. Here’s how to do it on the platform.

How do I export a temporary accounting entry file?

All the data present on the platform : invoices, times, customers... can be downloaded in Excel files to archive your data or make reports.

How to export all your data from the platform for future use ?

How to create and configure your client, supplier, project, and collaborator account numbers… and export your FEC file?

How to prepare an accounting export file?

For custom analysis, verify or archive your data and download all time data to an Excel file.

How to export all logged time entries on the platform ?

Make an excel export of payroll elements. Give permission, if necessary, to authorized persons to recover these elements.

How to export payroll elements?

EXPORT DATA

In this article, we will see how to massively import your data using import files.

How to massively import your data into your account ?

MANAGE YOUR IMPORTS

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