Automatic export

In Winner Bizz, users can export accountancy data automatically from the Workflow settings menu. Here, users can export a Sage file for a specific version by creating a rule.

In the Batch processing section, choose the data for export and when data should be exported, the company, the transfer profile, the destination folder, the file name and the Sage version. Users can decide to export all data that has not been exported, or data from a specific period.

Mark the data as exported by ticking the box Mark information as exported.

Note: Import of supplier invoices is also available.