VtigerCRM invoice export feature

Suoritettu Julkaistu Aug 18, 2013 Maksettu toimituksen yhteydessä
Suoritettu Maksettu toimituksen yhteydessä

We require a VtigerCRM module for exporting invoices by date range to CSV, allowing data to be imported to other accounting programs.

Module must do

-Select date range to export invoices

-Select Fields from invoice

-integrate with the gui (export contacts and organisations already has gui button, see attached screen shots)

Module prefer

-Select date range to export invoices + show past export sessions

-Export fields template setting for repeat export sessions

-Automatic export and email/ftp file

Note* VtigerCRM 5.4 current version

Additional notes from Xero Accounting Program (may assist in CSV output)

You must leave the first row in place as the header row and all mandatory columns must be present on the template file. If you're copying data from another system, make sure you use these same column headings. If you delete the header row, Xero will not import your file.
You can delete any columns that aren't mandatory although there's no harm in leaving them empty (with the exception of the email and street/PO Box address fields).
If you are using Excel to create your CSV file take care not to enter figures and symbols which could be automatically reconfigured by Excel to read as dates or numbers or some other formula as this may prevent the file from being successfully imported.
Special currency formats are required for organisations based in France or Germany. If the following formats are not used, amounts may import incorrectly, or your import may fail:
France: 1100,00
Germany: 1.000,00
This applies to inventory item formats too. This is based on your location in Organisation Settings, not on the currency for each invoice or bill (if you have multi-currency). In all other regions the decimal place is marked with '.' as usual, and a comma will not be accepted.

MySQL PHP vTiger

Projektin tunnus: #4838959

Tietoa projektista

7 ehdotusta Etäprojekti Aktiivinen Aug 21, 2013

Myönnetty käyttäjälle:

teamlbi

Hi - my team has good experience in vTiger development and can start now.

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hunterboss

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auriclesoft09

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farhaoui

Hello DATATWOLIMITED, I have done this task a couple of times in my past projects. I'm very much interested in doing this task for you. MILESTONE REQUIRED. Thank you sir for giving your precious time to review my bid a Lisää

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iclientprojects

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vickkey7

I am ready to start this project.....

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valokothabozana

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otssolutions01

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vithus

hi sir i am ready to do this project if you contact we can discuss more

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