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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Configure Cash exports

Choose how OutSmart exports completed work orders to Cash and what extra data to include.

Use the export settings to send completed work orders from OutSmart to Cash as sales orders.

The export runs automatically every 15 minutes.

You can also start an export manually from the settings page.

When OutSmart exports a work order

A work order exports when:

  • the status is Complete

  • the workstatus is 1 — Naar Cash

After a successful export, OutSmart changes the work order status to Handled.

This prevents the same work order from exporting again.

If an export fails, the workstatus changes to Error with status 99.

Fix the problem, set the workstatus back to Naar Cash, and try again.

Export options

Work order to sales order

Turn on the main export.

This exports completed work orders to Cash as sales orders.

Export work order PDF

Send the work order PDF to Cash together with the sales order.

Hours for internal registration

Keep worked hours for internal registration only.

OutSmart does not add them as sales order lines in Cash.

Use this when you do not bill hours through Cash.

Work address as order line

Write the work address as a text line on the Cash sales order.

Use this when no known address code is available.

Default product for text lines

Enter the product code of a text-type product in Cash.

Cash uses this product to create the work address text line.

Number series for new orders

Choose the Cash number series for new sales orders.

OutSmart loads the available series from the selected administration.

Create new data during export

New relations

Create the customer in Cash automatically when the work order customer does not exist yet.

If this is off, the export fails when the customer is missing.

New articles

Create missing materials or hour types in Cash automatically before the sales order is sent.

1

Open the Cash settings

Go to Settings → Software integrations.

Open Cash.

2

Turn on work order export

Select Work order to sales order.

3

Choose the extra export options

Turn on the options you need for PDFs, internal hours, work address lines, new relations, or new articles.

4

Fill in the required export fields

Enter the Default product for text lines when you use the work address option.

Choose the Number series for new orders.

5

Save the setup

Click Save.

6

Run a manual export when needed

Click Export work orders to export all eligible work orders immediately.

Before you export

Check these points first:

  • the work order status is Complete

  • the workstatus is Naar Cash

  • the selected number series is correct

  • the fallback text product is filled in when you export the work address as a line

Frequently asked questions

How do I mark a work order for export?

Set the work order status to Complete.

Then set the workstatus to Naar Cash.

What happens if the customer is not in Cash?

The export fails unless New relations is enabled.

When that option is on, OutSmart creates the customer in Cash first.

What does “Hours for internal registration” mean?

Worked hours stay registered in OutSmart.

They are not added as billable order lines in Cash.

What is the number series used for?

It decides how new sales orders are numbered in Cash.

Choose the series that matches your Cash setup.

Can I export the work order PDF to Cash?

Yes.

Turn on Export work order PDF.

Related topics

PreviousConfigure Cash imports
NextTroubleshoot Cash

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