How to export an invoice profile in ReadSoft INVOICES
Article # 3031309 - Page views: 115
Issue
An invoice profile must be exported for use in another system, solution, or as requested by Support.
Solution
Invoice profiles can be exported with the following steps.
- In the Manager module, click the Administration menu, then choose Export.
- In the Export dialog, select Browse and navigate to the location on the file system where the export file should be saved.
- Choose the objects to be included by checking the box next to the object name. For example, users can choose the Inbox, Invoice Profiles, and Include Job Descriptions.
- Please follow the request from Support for which objects to include.
- Under Available: highlight the profile names to be included and then click Add.
- Alternatively, choose Select All to add the full list to Selected.
- If the incorrect profile is inadvertently added, highlight it in the Selected: section and click Delete.
- Once all options are selected, click the Export button.
The sample screenshot below shows the Export dialog with Invoice profiles selected and the USA profile added for export.
NOTE: Once the Export button is clicked, an export file is created by the system in the location chosen in step #2. Depending on the number of objects to be included, the export may put Manager in a Not Responding state until finished, which could take several minutes.
Level of Complexity
High
Applies to
Product | Version | Build | Environment | Hardware |
---|---|---|---|---|
INVOICES | All |
References
Export Invoices and Associated Objects Help article:
https://docshield.kofax.com/RSI/en_U...d_objects.html