11 Save Extract as CSV
11.1 Overview ¶
The Save extract as CSV task writes selected invoice fields to a CSV file - one file per invoice, or continuously into a collective file. Use it to hand invoice data over to Excel, analyses, or import interfaces.
Save extract as CSV task with the Storage location, Fields, and CSV format tabs
11.2 “Storage location” tab ¶
Layout and conflict behavior as for all saving tasks (see chapters 9.2 and 9.3). Without an entry, the original file name with the .csv extension is used.
11.3 “Fields” tab ¶
Here you compose the fields to extract - the CSV columns in this order. Via Add you choose from all invoice fields (invoice data, seller/buyer, payment data, line item fields, file properties); the arrow buttons change the order.
Line item list: If the field selection contains at least one line item field (item, quantity, unit price, …), one row per invoice line item is written - the header data (invoice number etc.) is repeated in every row. Without line item fields, exactly one row per invoice is produced.
11.4 “CSV format” tab ¶
| Setting |
Meaning |
| CSV collective file |
All invoices are continuously appended to ONE file (instead of one new file per invoice). The collective file is protected against corruption by an automatic backup copy (.bak). |
| CSV column headers |
Writes the field names as the first row (for the collective file only when it is created) |
| CSV delimiter |
Column separator; empty = the system’s list separator |
| Encoding / Code page |
Character encoding of the file, e.g. UTF-8 |
Typical use: one collective CSV per month as an invoice journal (directory/file name with date placeholders), or a line item list for further processing in Excel.