All the information for each account as entered in Debtors (Default ribbon) (includes specific data for debtor accounts), will be exported in the selected file format. 

Disabled debtor (customer / client) accounts ("Account disabled" field selected (ticked) on the Accounting information tab) will be excluded from the export file. 

To export Debtor (customer / client) accounts: 

  1. On the Setup ribbon, select Export.
  2. Click on the Debtors button. 
  3. Select and / or enter the following: 
    1. Export to - The installation directory in which osFinancials5 is installed, will be displayed. You may click on the Browse icon to select a folder on the Browse for Folder screen. You may then select any available folder, or drive, on your system into which you wish to export the data.
    2. File type - Select to export the file in the XML Database (*XML), Comma Separated Variable (*CSV), Lotus Spreadsheet File (*WK1), MS Excel Spreadsheet (*XLS), or any other format available on your system from the list.

It is recommended that the "(*.txt) Tab delimited" file type is selected to Import debtor (customer / client) accounts.

It will create the following export file types for the export file name:

*.txt - Tab delimited text file - Recommended for Import on the Setup ribbon.

*.slk - Can be opened in spreadsheets of LibreOffice, OpenOffice or UltraOffice). You may save it as a a Microsoft excel file. 

*.xml - Can be opened in your system's default web browser or Notepad.
    1. Export files name - Enter the File name. You need to select this file at a later stage when you wish to import the file, or analyse the data in a spreadsheet.
    2. Log file - Enter the Log file name.
    3. Range - From / To - The Debtors lookup will be automatically initiated. Select any range of accounts to include in the export file. 
    4. Increment Export - Leave this option blank.
  1. Click on the Export button to create the export file, and save it in the specified directory.

The information for the Debtors, which will be exported, is: 

  • Account code. 
  • Description or name. 
  • Contact persons. 
  • Account code. 
  • Postal and Delivery addresses. 
  • Two Telephone numbers and Fax number. 
  • E-mail addresses. 
  • Credit limits. 
  • Charge amounts. 
  • Discount. 
  • Monthly interest percentage. 
  • Discount. 
  • Disabled account indicator. 
  • Open item debtor indicator. 
  • Statement messages. 
  • Reporting groups 1 and 2. 
  • Salespersons. 
  • The last date a transaction was entered for the debtor accounts, will also be included into the selected export file.