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Export Billing Balance Data (Excel)

Overview​

You can export and download the billing balance data in Excel file format.

Purpose​

The purpose of this feature is to export the billing balance in Excel to check and organize the billing status by period and buyer.

Since you can filter the export targets by period and buyer, you can efficiently extract the billing balance data you want to check and use it for internal sharing and operational confirmation.

Feature Description​

What you can do with billing balance data export​

With this feature, you can export and download the billing balance data in Excel format.

The export process runs in the background. After completion, you can get the file from the download URL in the notification email or from the download screen.

Filtering and output contents when exporting data​

When exporting data, you can specify the target language, period, and buyer to filter the data to be exported.

For the period filter, you can use the following filters.

  • Billing Invoice Date Filter: Based on the Issue Date (Document Date) or Create Time.
  • Payment Confirmation Date Filter: Based on the Confirmed Date (Document Date) or Create Time.

All target billing invoices within the specified period will be exported.

In Description, you can record internal memos regarding the export. The description will also be exported to the Excel file.

Instructions​

The export of billing balance data is performed in the following flow.

  1. Specify output conditions and start exporting data
  2. Download the Excel file

1. Specify output conditions and start exporting data​

Go to Data Export page​

  1. Click the Data Export menu.
  2. Click the Billing Balance tab.
  3. Click the Data Export tab.
    *It is open by default.

Fill out the form​

  1. Target Language
    Select the language of the Excel file to export from the pull-down menu.

    You can use the languages enabled in Core Preferences.

  2. Period
    Specify the period for the data export.

    Select the base date type from each of the following date filters.

    • Billing Invoice Date Filter: Select either Issue Date or Create Time from the pull-down menu.
    • Payment Confirmation Date Filter: Select either Confirmed At or Create Time from the pull-down menu.

    Also, enter the start and end dates of the period. You can select the date from the calendar.

  3. Email For Notification
    Enter the email address to send the download URL.

  4. Description
    Enter as necessary. The description will be exported to the Excel file.

  5. Check and select the buyers you want to include in the data export.

    • You can filter the buyers by entering conditions in Search Buyers.
    • If you want to select all buyers that match the search conditions, click Select All.
    • If you want to uncheck all, click Remove All Selections.

Execute Data Export​

When you have finished entering each item, click the Submit button.
The data export process will start in the background.

Once the process is complete, the download URL will be sent to the set notification email address.

If you want to download from the screen, proceed to the next step.

2. Download the Excel file​

Go to Downloads page​

When the data export process is complete, download the Excel file following the steps below.

  1. Click the Data Export menu.
  2. Click the Billing Balance tab.
  3. Click the Downloads tab.

Download File​

  1. Click the Update button to check the completion status of the data export process.

    If the process is not complete, the Download button will not be displayed.

  2. Click the Download button as soon as the process is complete.

    You can download the Excel file (.xlsx).

Important Notes​

Data export processing time and download​

Since data export is processed in the background rather than immediately, the Download button may not appear immediately after opening the screen.

To check if the file preparation is complete, click Update button on the screen, or check the completion email (download URL) sent to the specified notification email address.

Billing Invoice Date Filter and Payment Confirmation Date Filter​

If you use the Issue Date of the billing invoice or the Confirmed At of the payment confirmation as the basis in the date filter, documents with unregistered dates will not be included in the export.