Exporting a document:
To export documents to external systems (i.e. Xero) configure the export setting in Setting / Export Setting (see Export Setting help for more detail)
Once a document has passed validation (and approved) it can be exported to the external finance or document management system. Multiple documents can be selected.
The document will appear “green” when it has passed validation and the Export button will appear on the bottom navigation bar.
The service display the Document Export dialogue to ensure the information is correct.
Export routine will be triggered upon confirmation by
clicking on the 
icon.
The service will provide a confirmation of successful export.
The successfully exported document can be viewed by clicking the Export Status button in the bottom navigation strip to view the Export Status queue.
