Once you have added items to ReceivablesPro (see Adding New Items above), you can export them as a .csv file for use with inventory or other types of external software. The export function is accessed from the List Item Management screen reached by clicking the “manage list items” link on the Goods and Services navigation bar, as shown below, or by clicking the “items” link on the configuration tab in the Settings section.
To export your entire List Item catalog click the “export” link at the top of the List Item Management table.
You will be prompted to either save or open the .csv file. In most cases (unless you have your system default csv files to a different program), the file will open in Excel, but will not be saved. You will need to save the file if you want to store it on your computer.
A sample export, viewed in Excel, is shown below:
The file will always contain your complete catalog of items—it is not possible to filter the export. The following four fields are included:
Id: The ReceivablesPro system ID assigned to the List Item. You will never see this ID in the application itself.
Name: The text you entered in the item “Name” field for the item.
Description: The text you entered in the item “Description” field for the item.
Price: The unit price of the item as you entered it. Values here can be positive or negative.