Accounts Integration Export Tab


Accounts Integration is not enabled by default.
Training must be completed before using the accounts integration functionality.
Please email Development for more information.
Note: there will be additional costs involved if this option is enabled.


Once enabled, the Accounts Integration area is accessed from the [ Accounts | Other Actions Menu ]. It is where you setup and configure Khaos Control to work with your accounting package. The Export tab consists of three grids:


This is what is pending export


ScrnXeroPendingExport.jpg

  • Source Type: The type of item being exported.
  • Source Code: The code of the item being exported.
  • Source Date: The date of the item being exported (if applicable).
  • PreCheck: the precheck status of the item to be exported

Pending Export Grid Context Menu

  • Goto Source Document: Opens the original document relating to the item to be exported.
  • Mark as Exported: Marks an item as already exported, so the system will make no further attempt to export the item. This is used to prevent the export of selected items.

This is what has been exported successfully


ScrnXeroExportedSuccessfully.jpg

Filter

  • Date Filter: Sets the date range of the exported items to be displayed.

Exported Successfully Grid

  • Type: The type of item that has been exported.
  • Source Code: The code of the item that has been exported.
  • Exported:
    • Date: The date the item was exported.
    • Time: The time the item was exported.
    • Verified: when ticked, indicates that the external accounting package has 'seen' the exported item.

Exported Successfully Grid Context Menu

  • Goto Source Document: Opens the original document relating to the item that has been exported.
  • Mark as Not Exported: Removes the entry from the exported list. This only works on items put into the exported grid manually, not items the system considers to be present in Xero.
  • Goto Xero Document: Opens the exported item in Xero.

This is feedback encountered while exporting


ScrnXeroFeedback.jpg

Filter

  • Date Filter: Set's the date range for feedback entries to be displayed.

Feedback Grid

  • Type: The type of item the feedback refers to.
  • Source Code: the code of the item the feedback refers to.
  • Feedback: the feedback message.
  • Reported:
    • Date: The date the feedback was reported.
    • Time The time the feedback was reported.

Feedback Grid Context Menu

  • Goto Source Document: Opens the original document that the feedback refers to.
  • Clear All Feedback: Will clear all entries from the feedback grid.


See Also


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