Use to export to your accounting application.
Before exporting, generate Reports - Bank Deposit to ensure receipt details are correct.
Select Regular Tasks - Export
IMPORTANT NOTE: Be very careful when exporting from DCM to Xero and ensure you double check your data is correct prior to export. Xero does not offer a backup facility therefore DCM Support will not be able to help you with a restore of data from Xero if errors occur.
We recommend MYOB as there are more functions to restore from a backup (ensure you have completed a backup prior to exporting).
Export to Accounting Software
Transactions that DCM can export
- Prepayments not allocated
- Reversed Invoices
- Prepayment Allocations
Note: DCM does not export deleted/reversed receipts to the accounting software nor Write-offs or Refunds
Export up to a certain date
- Go to Regular Tasks - Export and select your entity or leave it as the default All. This will export all entity's transactions as listed above
- Select the date you wish to export up to
- Select the Today button if wanting to export to today's date