We want to make connecting to your Accountancy Software system as simple as possible, so where possible we will either create a connection to your accountancy software via an API, or alternatively pre-format an export file which matches the requirements of your Accounting system.
To see the list of Accountancy software that invitbox connects to, click here.
You will also need to set your tax rates once you have imported your tax codes. For more information click here
But my Accountancy software isn't listed! What do I do now?
Firstly stop! Don't panic.
Via the Admin > Accountancy Software Settings, choose Other.
Then, select set-up beside Export Mappings.
You will be presented with a tool that will allow you to create your own export format. You will be allowed to define 2 types of export format here. We have called them "Service" and "Line Items" but you can do whatever you want with them.
Note that you can also create a new field (by clicking 'Add') and can then decide where you want it to sit. As the image below on the left shows, when you click 'Add' you will get the option to create the Field Name and the Default Value. If you want an empty column to be inserted in your export file, then leave the Default Value blank, but if you need that column to have the same data in every line, then put that into the Default Value. For eg if you have a venue called 'glebe' and you want a venue column included in your export file and for it to have the venue name 'glebe' to be included in every line for that column, then put 'Venue' in the Field Name and 'glebe' in the Default Value. Every field you create will have an asterisk at the start of it (please see image below on the right). Then you just need to click on the up & down arrows to place it in the position you need it.
Once you have finalised your format, click OK.
If in this widget you click Reset Export Fields, all your hard work will be deleted and you will need to set your format again.
When you do an export from the Signed Off tab (or via Filing Cabinet > Exported Batches) invitbox will create an export file based on your current Export Mappings settings. So if you find your export isn't working, just come back here. Change the format, click OK, then try exporting again.