Export invoices from Ubyquo to Altai with Excel

In Ubyquo, export the invoices you want to transfer to Altai.

Once the export is done, the invoices are automatically moved from the Por contabilizar (To be posted) folder to Exportados (Exported).

In the Exportados folder, a question mark (?) icon will appear next to the invoices.

The ? icon means that:

• The invoice has been exported from Ubyquo.
• Ubyquo is waiting to confirm that it has been imported and posted in Altai.

• Open Altai.
• Go to Utilidades (Utilities).
• Select Importar datos Ubyquo (Import Ubyquo data). The location or name of this option may vary depending on the version of Altai.
• In the import window, click the button to browse for the file.
• Select the Excel file exported from Ubyquo.
• Confirm the operation to start the import.

Altai will process the file and create the corresponding journal entries and accounts.

Once the import in Altai is done, go back to Ubyquo to check the status of the invoices.

• Go to Facturas > Exportados (Invoices > Exported).
• Click Comprobar Facturas Pendientes (Check Pending Invoices).

• Select Comprobar Pendientes este ejercicio (Check pending items this fiscal year).

Ubyquo will check the pending invoices and update their status once they have been posted in Altai.

When an invoice has been posted successfully:

• The ? icon will change to the posted stamp.
• The journal entry number assigned by Altai will be shown.

Once the invoice has been imported, you can open its document from Altai.

• In Altai, go to the imported invoices section.
• Find the invoice you want to look at.
• Click Visualizar Factura (View Invoice).

• Enter your Ubyquo Facturas (Invoices) user and password.
• The document image linked to the invoice will be displayed.

If you want to avoid entering your credentials in future lookups, you can turn on the options:

• Recordar usuario (Remember user)
• Recordar contraseña (Remember password)