Generating output files

  1. From the LSP Home page, select the Accounting Entity name from the list.
  2. Select the service type then click New Report.
  3. On Parameters, specify the required information for your selected Accounting Entity and service:
    Output File Type

    Select the file type that you are going to generate.

    Date From
    The dates that you must specify will vary on the service. For example, it could be a date range or period.

    For some services, you must specify additional parameters. See additional information in the chapter pertaining to your service.

  4. Verify the Key Value Preview information against your ERP:
    1. Click the value of an available key value, for example, invoices.
    2. Optionally, on Key Values Summary, click Export.
      Note: Use the spreadsheet file to verify the records.
    3. Click the Close icon.
  5. Depending on your service, click either GENERATE REPORT or Generate & Submit.
    An output file or a collection of output files is generated. The status of the output file varies per service.
  6. Close the New Report Page.
  7. Click Launch. On the Service Page, click REFRESH.