Export Data from the In Tray

Certain accounting software packages have been designed to work with the ECI Client software. You can export a document from the In Tray to an Extensible Markup Language (XML) format file which can then be used by a participating accounting software application. You can then work on the document in the accounting software application rather than in the ECI Client software.

When you are ready, you can import all the information you have added, provided that the matching document is still in your In Tray. Documents are matched by their Document Identification Number, Australian Business Number and Period dates.

When you export a document, a copy is retained in your In Tray. You can edit the copy in the In Tray if required, however any changes you make in the document stored in the In Tray will be overwritten by changes made to the exported document once you import the document back to the In Tray.

Note: If you use a commercial Accounting Software package, your Software Developer may be able to provide you with more information on this feature.

To export data using the Export button on the In Tray, perform the following steps:

1. Click on one or more documents in the In Tray to select them.

   

2. Click on the Export button. The Export dialog box is displayed.
   

   

3. Select a location on your computer to save the information and click on the Export button.