Configuring rules to export business reports for accounting systems

In Winner Bizz, this function is used to export business reports from Winner Bizz to third party applications.

Note: This function works best if it is accessed using a Winner Bizz primary server installation.

To configure a rule to export business reports in the different available formats, users must define which file should be exported from Winner Bizz.

1. Go to Global settings > Workflow settings to open the Workflow settings window.
   From the Batch processing section users can create, edit or delete steps used to communicate with third-party applications.
   
   
2. Click New to create a new communication rule.
   
   
3. In the Communication rule window, choose which report should be exported from Winner Bizz, as well as when, and where to.
   
   
   
   

   1: Name: Name the new step.

    

   2: Type (Step configuration): Select the type of export; Email, FTP or transfer file to local folder.

    

   3: Type (Content): Select the action type Export for accounting system.           

    

   4: When: Select when the report will be exported; Daily, Weekly, Twice a month, Monthly or By server job.

    

   5: Exchange file: Select the file the user wishes to export:
   

   • Customer payments
   • Customer invoices
   • Supplier invoices
     
     

   6: Company: Select companies concerned by the export.

    

   7: File name: The format of the export will be automatically filled in depending on the selected report export type. Users can add dynamic parameters with the + icon.

   Users can find:

   • Company
   • Date
   • Date and time
   • Name of computer
   • User logged on

   8: Sage version: Select the Sage version for the export.

    

   9: Options for export:

   • Export all not exported until now
   • Export by period (with the choice of the period)
     
     

   10: Transfer profile: Enter the transfer profile for the report export. You can create your own by clicking the More options icon.

   
   
   
4. When the communication rule is defined, click on Save to register the new rule.