EXPORT FEATURE TO EXCEL FOR MASTER AND TRANSACTION FILES OF IKONOMIKAL CLOUD ERP

The export feature to Excel format for master and transaction files is available in all programs of Ikonomikal Cloud ERP.

The purposes of the export feature are to:

1. serve as template to add many new files,
2. see or check the completeness and correctness of data,
3. serve as  template to update and change the content of existing files,
4. upload/import new and updated files, and
5. serve as data source for other purposes

This is very helpful in adding and updating many master and transaction files
.

HOW TO EXPORT FILES FROM IKONOMIKAL

To do first and once only:

• The user must have an authority to export from a specific program.
• The user must open a storage in the Business Intelligence program

Routine export steps

1. The example program is the HR Employee Profile.

2. Click Options

3. Click Export Documents

4. Click "Cleanup the storage then Click Ok

5. Click "+" (plus) icon to open the program search

6. Select records by clicking the check icon of the page then click the check icon in the upper top right side.

7. Click “Start” to begin exporting to storage. Watch as it may show error/s

 

8. In case, there are more records to export, then click the check icon to put check on the records' boxes, then click minus to show a window to remove or cancel. Click Ok to remove the records and make the export document empty.

9. Then do the same procedure as in step 5. Click "+" (plus) icon to open the program search

10. Click page 2 on the middle right side to show records of the page. Click check icon to put check on the selected records' boxes near the  center left. Then click the check icon in the upper top right side.

x

11. Do the same as in step 7, to click “Start” to begin exporting to storage. Watch as it may show error/s.

12. Click arrow down icon to download. Then click Yes, next is select to Add New Records or Update Existing Records.

13. Click "Add New Records" to download an Excel file 

HR_HR00005_ImportAddNewTemplate.xlxs

Or click Update Existing Records to download an Excel file

HR_HR00005_ImportUpdateTemplate.xlxs

END OF BLOG

------------------------------------------------------------------------------------------

For inquiries contact:

Companies:

iKonomikal Cloud Services

Department of Trade and Industry Cert#: 04929944

Mayor’s Permit: BCN 1914-56

TIN: 224 089 131 VAT Registered

TR iKonomikal Consultants

Department of Trade and Industry Cert#: 04929961

Mayor’s Permit: BCN 1914-56-01

TIN: 224 089 131 VAT Registered

Address:

Ground Floor, TG Rolluqui Building

117 Burgos Street Corner Regalia Street

Brgy. Bagong Silang, Poblacion, Santa Cruz

Marinduque, 4902, Region 4B, Philippines

Links:

E: tgr@ikonomikal.com

E: tgrolluqui@yahoo.com

Skype: tgrolluqui@hotmail.com

In: https://ph.linkedin.com/in/tgrolluqui

F: https://web.facebook.com/ted.rolluqui

Phones

M: +63 918 229 5934 (Smart)

M: +63 917 813 4905 (Globe)

T:  +63 42 704 5312 (PLDT)

iKonomikal Cloud ERP

Software Website: https://ikonomikal.com

Company Website: https://hq.ikonomikal.com

Blogs: https://ikonomikal.blogspot.com/

FB: https://www.facebook.com/ikonomikal/

Programs: https://hq.ikonomikal.com/full-list-of-programs/

Tech Updates: https://docs.ikonomikal.com/

Agreements: https://policy.ikonomikal.com/ 

------------------------------------------------------------------------------------------

Suggested modifications, customizations and developments with general industry use is FREE OF COST. 24/7 online Technical Support