Export a Sales or Treasury Diary
In order to allow you a better management of your Accounting Jarvis offers you a tool allowing you to realizeaccounting exportsinvoices and regulations recorded in the software.
So you can exportJournal of SaleandJournal of Treasuryon your computer in a format compatible with calculation software (Microsoft Excel, Calc Open Office...).
Note:The Accounting feature is available for ourcustomers with a Premium license. Do not hesitate to contact your sales manager if you would like more information.
1. 1. Set the accounting accounts of activities
Before making your first exports, it is necessary to set the accounting accounts at the level of billable activities. This will allow amounts to be classified correctly in exports.
To do this, go to your account Settings, in the "Activities" section of the menu, toEdit different categories of activity. This will allow you to design the applicable accounting account for each of them. If you need help determining the right accounting account we invite you to contact your Accountant or Accountant.
Note:Only users with an Administrator profile in Jarvis will be able to access activity setting.