Turn on Mamut as an option for invoice export
Go to System Settings → Economy → Invoice export and tick Mamut as an option for invoice export.
Mamut will appear now as a choice in the invoice overview when you have ticked the relevant invoices.
Before exporting an invoice, however, it is important that you enter some information inside RecMan so that the connection to Mamut will be effortless.
Connect products in RecMan to Mamut
Here you go to the product overview. This can be found in Economy → Products. Here, you get a complete overview of all the products you have created in RecMan. When creating products, it is required to add the name and product number; otherwise, no other information is required. In order to link the products to Mamut, however, some information must be added here. The fields that must be in place and correspond to Mamut are:
- Credit account
- Debit account
- VAT code
- VAT account
The picture below shows where you enter the credit account, debit account and VAT code. As stated, these must correspond with similar information that is registered in Mamut.
The last thing you do in the product overview is to add a VAT account, this field can be found under the actual overview of the products.
After the information here has been added and stored, and it has been seen that the information corresponds to the one in Mamut, it is mostly ready for invoice export. The last, but alas so important step is to make sure that the customer numbers in RecMan match those in Mamut. The customer numbers in Mamut are in a number series between 10,000 and 49,999.
File export to Mamut
Go to Invoices in the Economy module. When exporting to Mamut, it can be good to have an understanding of which fields from RecMan are included in the file export. We will explain this in more detail in this part of the article. The first thing you need to do is generate the Mamut files, and this is done by selecting the relevant invoices and pressing the Mamut button. Then, you will get two files you can download (shown in the image below).
As you can see from the files, a customer file and a document file are generated. The customer file is of Mamut file type GBAC20, and the attachment file is of file type GBAT10.
These files can be opened in, e.g., Notepad, Excel, Text Editor or Numbers. This can be done to see what information is included and what lines they come up with. If you open it in Notepad, the lines are separated by a semicolon, and if you open it in Excel, they are in separate columns and rows. If you have an understanding of how information is obtained, it is easier to interpret error messages and know what the possible problem is.
The explanation of the information from the files can be found here:
GBAC20 - Customer file
GBAT10 - Attachment file
Here, you can see an example from an attachment file that we have downloaded from our demo system, and we have entered an explanation of all columns in the first row.
Sample files
The Mamut export gives you 2 CSV files when exporting, one for customers and one for vouchers.