Exports

Exports from Fenerum

Fenerum allows you to export your data directly to Excel, which can be incredibly useful for reconciliations or specific analyses of your company’s data. In this article, we explain how to use the export function, which lists you can extract, and how to leverage Excel to filter and analyze your data.

How does exporting work in Fenerum?

The export function in Fenerum allows you to extract data in Excel format (".xlsx"). This feature ensures that you can work with your data in a flexible way. If it is possible to export the overview you see in Fenerum to Excel, you will find a "Export to Excel" button in the top-right corner. Then, a dropdown menu will appear, allowing you to select various exports.

Examples of useful lists you can export from Fenerum

Here is an overview of the most popular lists you can export from Fenerum and how to do it:

Accounts Receivable Balance List

Content:
A list of your accounts receivable, including information on overdue invoices, open balances, and payment history.

How to do it:

1. Go to the “Accounts” module.
2. Click “Export to Excel” and select "Account Balance".
3. Choose the date range to include invoices.

Contact Information

Content:
A list of customer contact information, including names, addresses, emails, and phone numbers.

How to do it:

1. Go to the “Accounts” module.
2. Click “Export to Excel” and select "Recipients."

List of Customers’ Next Invoice Dates

Content:
A list of when your customers will be invoiced next. This list can be filtered by specific months.

How to do it:

1. Go to the “Subscriptions” module.
2. Click “Export to Excel.”
3. Open the file.
4. Filter the data in column 'AD' to select the month or quarter you want to view.

List of All Active Subscriptions

Content:
A list of all active subscriptions, including subscription periods, customer names, and subscription types.

How to do it:

1. Go to the “Subscriptions” module.
2. Filter by status “Active.”
3. Click “Export to Excel.”

FAQ

How can I export a list of discount agreements?

Unfortunately, it is currently not possible to export a list of discount agreements directly from Fenerum. You can write to our support team at support@fenerum.com and describe your request and needs in as much detail as possible so we can find the best solution for you.

Why can’t I export to Excel from Fenerum?

Issues with exporting to Excel are often caused by your web browser blocking downloads. To resolve this, you can try the following:

• Ensure that your browser allows downloads. You can usually find this setting under the browser’s security or privacy settings.
• Try switching to a different web browser if the issue persists.

If these steps do not solve the problem, feel free to contact our support team at support@fenerum.com for further assistance.