Assumptions and Points to remember when requesting exports
As exports will only contain data from closed weeks, it is essential that the weeks being exported have been closed in each outlet. This is done in Company > Close Week in each outlet. An exception to this is an invoice created by converting an estimate which is all EDI invoices. They are locked instantly and don't rely on the close week process.
You can run a Close Period report from Head Office > Company > Reports. Green means that a week is locked, red is open, blue is locked and has been approved by a head office user.
An export will include all data not already tagged as exported, i.e. all previously unexported data, even if it is before your selected period. For example, an export for the first week in June 2021 will include any transactions made in May, April etc that haven't previously been exported.
To ensure an export only includes data from a selected period, you will need to first run a live export for the period before your chosen period to lock all previous data. You can then run your export for the chosen date.
IndiCater will work with you the first time you run a new export to ensure all previous data is locked and therefore not included in your export.
Only live exports lock the data. If a verification export has been run, the data is still available to be exported again.
Data is locked in the database once is has been exported as a live export and it cannot be exported again.
Once a live export has been run and the data exported, the client cannot unlock the data or re-open the week for that module. In this instance, the user will need to raise a Support Ticket detailing the requirement, for example, does the user wish to add a new transaction or amend an existing transaction as this will impact the task to be undertaken by IndiCater. This may incur a charge.
Please ensure you have selected the correct options prior to running a live export as this can only be undone by our database manager and may incur a charge.
Exports are emailed to the user's email address, normally within an hour of being requested.
A transaction tagged as exported will not appear in any subsequent exports. If you therefore only choose to run verification exports you will continue to get the same transactions each time.
To request an export
Choose your required criteria:
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