Difference between revisions of "ProDon:Accounting Integration Module"
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{{Header_ProDon | | 4.6.7.20 | Nadia Carrier | | 2012/06/28 }} | {{Header_ProDon | | 4.6.7.20 | Nadia Carrier | | 2012/06/28 }} | ||
| + | <span style="color: rgb(255, 0, 0);">This document applies to the "Accounting Integration Module" from '''''ProDon''''', </span><span style="color: rgb(255, 0, 0);">this module must therefore be activated in the database to access these features.</span><br> | ||
| + | == Initial Configuration == | ||
| − | == | + | === Adding an Export from a Template === |
| − | + | From the "Configuration" menu of '''''ProDon''''''s home page, click on "Exports". | |
| + | Add a new export by clicking on the [[Image:Button_add_plus.png]] button. | ||
| + | Click on the [[Image:Bouton_dupliquer.png]] button, select the wanted template among the "Accountant" types, then "Confirm selection". | ||
| − | + | In the "Copy info from an existing record" window, the item "Export" should indicate the "Copy" value and the other items "Empty and copy". Confirm the operation by clicking on "Copy". | |
| + | Name the export, then "Confirm addition". | ||
| + | In the "Export management", it is possible to adapt the "formula" to the accounting export, if the template used does not suit perfectly. It is also possible to create a new export without using a template. However, for the purpose of this document, a copy of the template will be used without modifications. | ||
| − | + | Then close the "Export management" by clicking on the [[Image:Bouton_annuler.png]] button. | |
| − | === | + | === Creating the Client with the Organization === |
| − | == | + | == Generating Accounting Export Files == |
| + | === Automatic Issuance when Transferring a Batch === | ||
| + | === Issuance of one or more Transferred Batches === | ||
| − | == Provided Templates and Particuliarities == | + | == Provided Templates and Particuliarities == |
| + | === Acomba === | ||
| + | === Avantage === | ||
| − | === | + | ==== Configuration ==== |
| + | ==== Use ==== | ||
| + | === CEGID === | ||
| − | === | + | ==== File Grouping Utility ==== |
| + | ===== Operation ===== | ||
| + | === Excel csv === | ||
| − | + | === Maestro === | |
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| − | === Maestro | ||
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| + | === SIGA === | ||
| + | === Simply Accounting === | ||
{{Footer_ProDon}} | {{Footer_ProDon}} | ||
Revision as of 09:30, 28 June 2012
This document applies to the "Accounting Integration Module" from ProDon, this module must therefore be activated in the database to access these features.
Contents
Initial Configuration
Adding an Export from a Template
From the "Configuration" menu of ProDon's home page, click on "Exports".
Add a new export by clicking on the 
button.
Click on the 
button, select the wanted template among the "Accountant" types, then "Confirm selection".
In the "Copy info from an existing record" window, the item "Export" should indicate the "Copy" value and the other items "Empty and copy". Confirm the operation by clicking on "Copy".
Name the export, then "Confirm addition".
In the "Export management", it is possible to adapt the "formula" to the accounting export, if the template used does not suit perfectly. It is also possible to create a new export without using a template. However, for the purpose of this document, a copy of the template will be used without modifications.
Then close the "Export management" by clicking on the 
button.
Creating the Client with the Organization
Generating Accounting Export Files
Automatic Issuance when Transferring a Batch
Issuance of one or more Transferred Batches
Provided Templates and Particuliarities
Acomba
Avantage
Configuration
Use
CEGID
File Grouping Utility
Operation
Excel csv
Maestro
SIGA
Simply Accounting
Document name: ProDon:Accounting Integration Module
