To create custom Import/Export templates go to Settings>Documents
Select the Import/Export tab
Select New Template
You can then select from various options for import or export depending which area you require a custom export templates for (Inv,SO,PO etc..)
Import templates look like this
You can create a name for the template and select the columns you would like to add to the template - you can add as many or as few columns as you require. Field position can
Once you have filled in the relevant fields click save
Export Templates look like this
Name: Create a name for the export template
File Format: Select the file format the information will be exported to (Excel, CSV or CSV no headers)
Add Column: Select which columns you would like to export - you must click Add once you have selected a column to add it to the list of columns below.
Once you have chosen a name and a file format you can add columns to the custom template - select the column and click Add The field is then added to the list below - you can amend the header for each field
If you require a custom column that does not relate to any information in the system you can enter a column name in the Add column field
You can then select Add Custom Field... to create a custom column
You must then select Add to add to the list of fields below
The custom column has now been added to the list
As this is a custom field you can set a Value for this field if required that would be filled in the value you would like to assign to this column when the list is exported.
If you add a field that can be displayed in multiple formats you can select the format you would like to export from the dropdown menu
Once you have added all the fields you require click Save
The new templates are now visible in the Document Templates list - I have added a custom import template for PO and a custom export template for Invoices
To now utilise these templates you can select them from within an invoice or PO
The custom import field is highlighted below in a PO
Once you select the Import Special Template you can import information in the custom import template you created.
The custom export field is available within an invoice - select the export button in the invoice
You can now select the custom export template from the dropdown menu and select Export to export in the format you selected earlier.