Finance
Accounting Export Template
Map ServeHub invoices and payments into your GL with a consistent CSV.
Columns
- • invoice_number
- • issue_date
- • due_date
- • customer_name
- • contract_id (if applicable)
- • job_id (if applicable)
- • subtotal_amount
- • tax_amount
- • total_amount
- • paid_amount
- • paid_at
- • status
How to export
- Filter invoices in ServeHub (e.g., date range, status).
- Export to CSV from the invoices list (coming soon) or run a report.
- Map columns to your GL import template using the list above.
Tips
- • Use invoice_number as the external key to avoid duplicates.
- • Include contract_id/job_id to tie revenue to projects.
- • Normalize tax codes per your accounting system.