What is Advanced Export Settings? How is it helpful?

  • If your organization uses some external accounting system (Such as Quickbooks Online or NetSuite), you would most likely be required to upload your data in a specific format specified by them.

  • Instead of exporting your data from Fyle and then formatting it to the required format, you can use the Advanced Export Settings to customize your data before exporting itself and thus save a lot of time and effort.

How to use it?

  • Let’s say you want to export the Expenses data from Fyle. You will go to the Expenses page, select the expenses, and click on Export.

  • On the next screen, select the export file format and click on Next.

  • Next, you select all the columns you wish to export. After selecting the columns, if you wish to customize your export data, click on Advanced Settings.

  • In the Advanced settings dialog, you can take the following actions.

Select File type

Choose the required export format for the data, whether Excel or CSV.

Select Date format

Select the date format you prefer. This will be applied to all the date columns in the export data.

Decide whether or not to keep the column header in the export file

If selected, the first row in the export data will be the column names.

Enable or Disable double row entry

If enabled, you can dedicate two rows for each export item such that certain columns are filled only for a particular row (or both). This is mainly used when you want a separate credit row and a debit row for each transaction.

Customise columns

You can customize the export columns and apply transformations to them as per your needs. Refer to this article to know more, you’ll be surprised how powerful this feature is.

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