Data Export

The flexible export currently supports the creation of a CSV file with data from the trade tax allocation (GewStZ) and the generation of CSV and PDF files based on custom reports.

The Data Export workspace can be found under Company | Data Export or under Reporting | Data Export.

The Data Export workspace is displayed, for example, as follows:

To export data, an interface structure must be created under Master Data | Interface | Structure.

To export trade tax allocation data, you must configure the following settings with a name of your choice:

The prerequisite for this case is that you have previously created a custom report of type Export under Reporting | Reporting Engine.

On this basis, a data export can now be configured. When the export is executed, the custom report is generated and the data from one worksheet of this Excel file are read out and exported in CSV format. The following settings must be made in the interface structure:

The following details are particularly important:

Optionally, specify a restriction in the Milestone drop-down list. This means that the export may be performed only when a specific milestone has been reached.

In the Absolute file path field, the name of the export file must be entered with a complete and valid path of the web server, e. g.:

<code>C:\temp\Exportdatei.csv</code>

The path must exist on the web server, which means Income Taxes does not explicitly establish an FTP connection or similar connection.

Placeholders (in curly brackets) can be used for specific values (e. g. the current date) both in the path and in the file name. These placeholders are replaced by the current values when the export file is generated. To include the ID of the current company in the name, you must, for example, use the UNITID placeholder:

C:\temp\Export_{UNITID}.csv

The following placeholders are currently available:

The placeholders can also be used in the path to store files in different directories, for example by the year and month:

C:\temp\{year}\{mon}\Export_{UNITID}.csv

In the interfaces, the Trigger export automatically upon option is also displayed if the Export and Custom Report (csv) options have been chosen:

A standard interface configured in this way is displayed in the Interface drop-down list in the Data Export workspace, where it can be chosen:

An interface chosen here checks within the period whether the milestone chosen in the interface has been closed, and then performs the export. The Absolute file path field needs to be filled for this type of export.

In contrast, export interfaces can also be assigned to a company. If export interfaces are assigned to a company, only the exports assigned to that company are performed.

These exports can be triggered either by manually closing the milestone or by import in the subgroup area.

To start the data export: