Would you like to export various data from KLARA?
General company data / pay data
The system offers you various export options in all areas. The most important data and reports can be found in the menu item “Company – Reports”. You have the option of generating various documents or reports here. These give you a good, swift overview of your company.
Further options for exports can be found under the menu item “Accounting”. In the “Reports” block you can generate exports to all the items listed. To do this, select the “Download PDF” button in the upper right corner. Most reports give you an additional option to set certain limitations. Once you have completed the annual financial statements, KLARA also generates the most important documents for local archiving.
KLARA's POS system generates a daily journal that includes all relevant information. This can be found in the menu item “POS system – Journal – Select cash register – Daily journal”.
Under “Customer / Partner” you have the option of exporting or printing your customer data in the filter line. Here are three options to choose from:
- Customer / Partner
- Notes (overdue / unexpired / no reminder date)
These exports are available to you for all your customers at once, as well as for a specific selection which you have set via the filters.
In the menu item “Articles” another export function is available. You can export your complete stock list here.
A little tip: Do you want to update your items? For example, do you want to set a general price increase but not edit all items individually in KLARA? Download your stock list, adjust the items in the Excel file and then upload them again using the import function. KLARA detects the adjusted items and automatically updates them.