› Settings menu › Invoice Processing › Invoice Export › General Export Settings

General Export Settings

The following settings are available.

Any changes made to these settings are applied to new documents only. Documents that are already in-progress use the settings that were in-place when their processing began.

The following settings are available.

Export Profile Name

The name of the export profile.

Description

A description of the export profile.

Redo All Exports

If selected, the system carries out all export settings that are active, even if that export has been carried out before.

For example, four export settings are activated. Of these four, three are completed successfully but the last one fails. In order to successfully export the document, all four export settings are performed again.

If cleared, only those export settings that failed are carried out.

Default Export Path

The UNC path to the export directory that is used by default when no export direction is set in the Transformation Server.

Export Invalid Reason Types

Determines if invalid reason types applied against paired lines are exported in the IP XML, DB, or CSV export.

Select one of the following settings to determine what is exported.

  • Validation only

  • All

If you select the All value, it is possible that multiple values are exported. If there are multiple values, they are separated by a semicolon.

For example, the following XML is exported when there are multiple Invalid Reasons for an invoice. 

    <IVR>NON VAT COMPLIANT;ITEMS NOT ORDERED</IVR>
    <IVRCode>7;14</IVRCode>

The following buttons are available at the bottom of the window.

Save

Saves your changes and the window is closed.

Reload

Deletes any unsaved changes and resets the field values back to the last saved settings.