Data Export
Our experience shows that certain types of data are more commonly exported and further processed than others:
- Documents
- Payments
- Charges
Led by this, we have facilitated your access to this data as much as possible. Just use the export feature of Clock PMS+. Once exported, this information can easily be imported to an external system and be used for accounting, reporting, CRM or customer loyalty purposes.
Exporting issued document data
Go to 'Others' > 'Reports' and choose 'Closed Folios Report' from the Finance and Statistics submenu.
Data formatting
Before visualising the data, you can filter it, so that it suits your needs best. Then select ‘View’. After generating the report, you can quickly and easily export its data to a CSV format through the CSV option from the Export menu. Save the file to a location of your choosing.
CSV file
The generated CSV file has the following content:
- Close date- document issue date
- Folio- Number of a document and/or folio
- Correction To- In case of document correction, this column shows the number of the corrected document or folio
- Billing To- Contractor’s data appearing on the document
- Currency- Currency
- Base- Amount shown in the document not including tax
- Tax- Tax amount
- Total- Total amount in the document
- Balance- Outstanding amount
- Payer- Payer of the amount due (booking or company identifier)
Thus generated, the file can be exported to any system supporting CSV file import and easily be processed and saved in a suitable format.
You can find sample data in the following file: closed_folios.csv.
Exporting data of received payments
Go to 'Others' > 'Reports' and select 'Payments Report' from the Finance and Statistics submenu.
Data formatting
Here you also have the options to filter the data first and visualise it in the most suitable way for your needs then by clicking ‘View’. Using the CSV option of the Export menu, you can easily export the data and save it to a location of your choosing.
CSV file
The generated CSV file has the following content:
- Folio - Number and name of a folio
- Payment Type -Type of a payment
- Text - Description entered during payment registration (transfer number, booking, etc.)
- Created - Time of payment registration
- User - Clock PMS+ user having registered a payment
- Amount - Amount of a payment
- Currency - Currency of a payment
Thus generated, the file can be exported to any system supporting CSV file import and easily be processed and saved in a suitable format.
You can find sample data in the following file: payments_report.csv.
Exporting data of charges, taxes and payments made
Go to 'Others' > 'Reports' and select 'Charge, Tax and Payment Records' from the Finance and Statistics submenu.
Data formatting
As with the previous types of data export, you can filter the data first and visualise it in the most suitable way for your needs then by clicking ‘View’. Using the CSV option of the Export menu, you can easily export the data and save it to a location of your choosing.
CSV file
The generated CSV file has the following content:
- Record- Type of the record (Payment, Charge, Tax)
- Date - Date of the event
- Group - Group (payment type, revenue group, tax %)
- Subgroup- Subgroup (Payment subtype, Revenue category, tax code)
- Text - Description (service name)
- Amount - Amount (charge amounts are tax exclusive)
- Currency - Currency
- Folio - Number and name of the folio
Thus generated, the file can be exported to any system supporting CSV file import and easily be processed and saved in a suitable format.
You can find sample data in the following file: folio_items_log.csv.