Exporting Financial Documents in BigChange

In BigChange, you can export various CSV files designed to be imported into financial packages. This guide will walk you through the process and explain the different formatting options available.

Navigating to Financial Document Exports

• Select CRM from the main menu.
• From the side menu, select Financial Documents.
• Select the Export CSV icon.

Available CSV Formats

1. Standard Formatting
   • The BigChange default export format.
2. Sage Formatting
   • Designed to be mapped to Sage’s requirements.
3. Sage Formatting – Line Items
   • Every line item in the selection is separated for invoicing into separate rows on the export.
4. Xero Formatting
   • This CSV export is mapped to Xero’s standard requirements.
5. Xero (with Tracking Value)
   • This format creates a Xero output but uses the department code as a tracking category.
6. Xero (with Expanded Lines)
   • Allows you to create multiple Xero invoices from a single BigChange invoice where there are multiple line items.
7. QuickBooks Formatting
   • This CSV is mapped to QuickBooks’ standard requirements.
8. Exchequer Formatting
   • CSV reports are designed to import Sales invoices and credits.
9. Exchequer – Purchase Order
   • CSV reports are designed to import Purchase Order data.
10. MYOB AccountRight Formatting
    • Designed specifically to import invoices into MYOB AccountRight.
11. BRB – Invoices
    • The output creates two files which can be imported into the BRB software.
12. Tradex – Invoices
    • This output creates a CSV which is used to export data into Tradex.
13. Job - Financial Document
    • This output is a custom built export blue pint combining Job and financial data.
14. Job - Financial Document (lines)
    • This output is a custom built export blue pint combining Job and financial line data.

Automation with Sage

• Nominal Codes and Tax Codes are created in BigChange as part of the initial setup during the implementation process.
• You can post direct to the ledger accounts in Sage; these will be imported as S1 invoices.
• You can create detailed invoices which will sync the invoice with all line item descriptions. These do not post direct to ledger but instead, are imported as Service Invoices (Srv Invoices under Invoices and Credits), where you can update your ledgers as required.
• The Import tool allows you to post to the Contact’s Parent Account. This is an optional setting.
• To enable successful syncing of invoices, Customer Records/Accounts must be added to both BigChange and Sage with a unique account reference.
• BigChange and our Integration Partner both have access to the Import Tool settings and are able to provide support on this if required, once setup is complete.
• Settings are restricted to specific users to reduce unnecessary changes being made.

* Automated Sage synchronisation is an additional, chargeable feature.

Conclusion

Exporting financial documents in BigChange is straightforward and supports various formats to meet your financial package requirements. Ensure that your Customer Records/Accounts are correctly set up in both BigChange and your financial software for seamless integration. For further assistance, contact BigChange support or your Integration Partner.