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Access Dimension


In Business Settings > Integrations – you can set the type to Access Dimension. 
Once set, when invoices are exported, they will be exported in an Excel format with the columns ready for the Access Dimension Excel macro import module. 
We currently have Access Dimension customers using this functionality.


Exporting Invoices

From the Documents > Invoices list view, select invoices by ticking them on the left. 

On the menu bar, you can now click Export

An excel spreadsheet will be created and saved onto your PC. You can now use this in Access Dimension to import the invoice data.

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