How to customize CSV settlements? (Download (custom))

Learn the export possibilities for CSV settlements in the AskCody Meeting Services Management portal

When creating a settlement in the Services Management Portal it is possible to download a CSV file to import in e.g. an Economy system, Inventory system, or just as an Excel file. 

Whether to choose the "standard" CSV file (Download) or to choose the Custom CSV file (Download (custom)) depends on how much information you need in your CSV file. 

Path: AskCody Management Portal -> Services -> Finance -> Manage Settlements -> Choose existing settlement or create new settlement

Settlement download options in the Meeting Services Portal 

The "Download" button

The "Standard" CSV file format you get when you click Download in the Management Portal under the Settlements tab consists of: 

  • ID - Request ID
  • Date - The delivery date
  • Time - The time of the meeting related to the request
  • Cost Center - The Cost Center the request is attached to
  • Kind - The kind also goes under the name Meeting Type, and is either Internal or External
  • Price - The total price of the request
  • Organizer - The organizer/host of the meeting
  • Subject - The subject of the meeting related to the request
  • "Custom Properties" - It is possible to create Custom Properties, and the content of the Custom Property will show here. 

The "Download (custom)" button

The "Custom" CSV file format you get when you click Download (custom) in the Management Portal under the Settlements tab is an extended version of the Standard CSV file, which means that you have a lot more information you can choose to show in the CSV file. See the picture below.

Customization options for the CSV settlement download in the Meeting Services Portal

 

Additional fields added:

Additional fields in the CSV file for settlement exports in the Meeting Services management portal