Document Export

[Payroll Reporting]

Usage

Use this tab to register, modify or review information on export of definable documents.

The header part of the window presents a read-only template id and name, template type and editable file name (full path and the file name required) for the export file.

The detail part of the window presents an export id, document export description, export creation date, optional document number used for documents' selection, fetched documents' searching period date from and to and export status.

There are following right-click actions available on the header of the File Name tab:

• Generate Documents - opens the Document Export assistant for the currently selected document template (selected in the Template ID field).

There are following right-click actions available in the table:

• Export - performs a new export of the export file. If Send all documents check box will be selected, the export will close and move to Sent status. No further changes to the export will be possible.
• Details - opens the Export Details window (in the case of the Employee context templates) or Export Details for Company window (in the case of the Company context templates).
• Preview - opens the Document Export Preview window where preview of data generated by the export is displayed.

Activity Diagrams

[Defined Document Export]
Defined Document Export Removal

Activities

Generate and Close Document Export
Generate Document Export
Modify Export Documents
Close Document Export
Inspect Generated Export Data

Remove Document Export