SIE Guidelines

SIE File Generation

To generate an SIE file:

1. Go to Lists > Custom > SIE Export.

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2. (Optional) You can change the default subsidiary.

3. Define the date range for transactions in the Period Start Date and Period End Date fields.

4. To change the file cabinet folder ID you need to go to the Localization Settings record.

5. Click Create SIE File.

6. When the SIE File is created, two links appear. If you want to review the status of the file creation, click the link for status page. If you want to view the file, click the link for file cabinet.

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7. If you want to create another export, click Reset Parameters.

8. To view the status of SIE export, go to Customization > Scripting > Scheduled Script Status.

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9. When the export is finished, go to Documents > Files > File Cabinet into the SIE Export folder.

10. Click Download next to the newly generated file.

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    The downloaded SIE file can be imported into an external financial system.