Financial documents

‣

Table of contents

Financial document export screen

Export financial documents

This screen allows you to export financial documents, according to filters and in several different formats.

No view can be set for this export.

🚦

Rights required :

Consultation of a financial document

‣

Here's the list of columns in this export table (in .csv or .xlsx format) and which fields they correspond to:

🚩

Only financial documents added to a project will be exported. If projects are selected but no financial document are selected, then the export will be empty.

Here are the fields found in this export screen:

‣

financial document

‣

Project

‣

Compress the attachment if sending by email

‣

Keep the "rich text" format

Button name	Description
financial document selection	A pane appears, allowing you to select one or more, or even all, of the financial documents. You can also perform a text search to find them.
Filter financial document)	Here is the list of filter criteria (by default) that can be used to select items for export: - Contains - Let the roots - Type - category line - envelope - Date - Contract number - Beneficiary company - Third-party identifier - Parent financial documents - Representations 💡 Des financial document can be added to the platform: if they are defined as search criteria, then they will appear here
Select projects	A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects.
Filter (project)	Here is the list of filter criteria (by default) that can be used to select items for export: - Contains - Attachments - theme - user role(s) - With late milestones - Father project - project template - project manager - status - Start date - End date - Weather - Type Activity
CSV by email	This button sends the exported data in .csv format to the e-mail address of the logged-in user.
CSV	This button downloads the export of this data in .csv format: `EXPORT_PIECE_FINANCIERE-DATE.csv`
Excel by email	This button sends the exported data in .xlsx format to the e-mail address of the logged-in user.
Export to Excel	This button downloads the export of this data in .xlsx format: `EXPORT_PIECE_FINANCIERE-DATE.xlsx`

🚩

If no financial document or projects are selected (via the filter criteria) and you click on CSV or Export to Excelthen the file will contain only header lines with no data. No error message or information will be displayed.

‣

Non-exhaustive list of error/information messages

Financial documents

Export financial documents

Screen-specific actions