The Accounts Interface Screen is used to select a date range and then create an export file with transactions for export to a variety of accounting systems.
Using the From and To date fields, select the date range for which you would like to export transactions. You can quickly navigate to either the next or previous week by clicking the or icons.
From the Accounts Package drop down list, select the appropriate accounts package. Options available are:
Microsoft Dynamics GP
If you are part of a larger group and you wish to include transactions from other services within the group, select the appropriate option from the View By drop down list.
Once you have completed your selection criteria, click on the icon to create a .csv file which you can then download from Infocare and upload into your accounts system. The created file name will be displayed on the screen. Click on the file name if you wish to open it or right click to download a copy to your computer. If you wish to delete the file, click the icon at the right hand side of the screen.
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