Export your invoice to Kashflow2018-09-04T08:36:39+00:00

Export your invoice to Kashflow

Export your invoice to Kashflow

With Okappy, you can easily export your invoices to external accounting packages such as Sage Line 50, Xero, Quickbooks, Clearbooks and Kashflow.

Check out our step-by-step guide showing you how to raise an invoices once you job is complete and then export it to Kashflow ( Kashflow icon ).

1) Raise your invoice

Once your job is complete, you can click Raise invoice next to the relevant job on the main Okappy jobs screen.

In this example the Job ID is 10827.

The following pop up box will appear.

Simply fill in the following details

  • Invoice amount. The invoice amount can be broken down into labour, materials and other costs if required.
  • Description. This will automatically completed with information that your engineers completed on-site. You can overwrite or add further information if required. This information will appear on the face of the invoice.
  • Customer reference. This is pre-populated from the Job ID.

Once all the fields are complete, press the orange Raise invoice button.

2) Check your settings

To check you have the export settings for Kashflow, go to the Invoice screen, click on More then Application settings.

Click on the Kashflow ( Kashflow icon ) icon.

This will ensure the export file is in the correct format for Kashflow Accounts (csv format). Then click Update defaults.

Now click Export to Kashflow from the same popup menu to create your invoices file ready for upload.

Note: If you do not have any invoices to export, the option will not be available.

3) Open Kashflow Accounts

Open Kashflow.

Then go to

  • Settings
  • Import Data, and
  • Import CSV file.

You will need to enter your Username and Password details again.

5) Click the Import CSV Files button

Click the Import CSV Files button. Then enter your login details again.

Select the correct file type, in this case CSV then click Next.

Select Invoice then click Next.

Choose the file you wish to upload then click Upload.

Check the data to ensure that the account mappings are correct then click Import.

Note: If there are any errors or unmatched data, you won't be able to import that line into Kashflow until the issue has been resolved.

6) Go to Invoices

Once the file has been imported successfully, go to Invoices.

You should be able to see the invoices you've uploaded along with the invoice details.

Note: The invoice ID is the same ID as used in the Okappy Job Management System. You can also reference the Job ID from Kashflow to Okappy or vice versa.

Find out more

For more information about Okappy Job Management.