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Export financial documents
This screen allows you to export financial documents, according to filters and in several different formats.
Aucune vue n'est paramétrable pour cet export.
Rights required :
Seules les pièces financières ajoutées à un projet seront exportées. Si des projets sont sélectionnés mais qu'aucune pièce financière n'est sélectionnée, alors l'export sera vide
Voici les champs retrouvés dans cet écran d’export :
| Button name | Description |
|---|---|
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. | |
Here is the list of filter criteria (by default) that can be used to select items for export:
- | |
A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects. | |
Here is the list of filter criteria (by default) that can be used to select items for export:
- | |
This button sends the exported data in .csv format to the e-mail address of the logged-in user. | |
This button downloads the export of this data in .csv format: | |
This button sends the exported data in .xlsx format to the e-mail address of the logged-in user. | |
This button downloads the export of this data in .xlsx format: |
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Si aucune pièce financière et aucun projet n'est sélectionné (via les critères de filtres) et que l'on clique sur CSV or Export to Excelthen the file will contain only header lines with no data. No message errors or information will be displayed.