Prepare a Hashavshevet export

Prepare the export

1. Open Reports → Hashavshevet, or the client’s Hashavshevet report area.
2. Choose the company and period.
3. Review its export settings, account mappings, and document selection.
4. Check the preview and resolve the issues shown.
5. Generate and download the available export files.

Ask the responsible bookkeeper to confirm the mappings before the first export or after an accounting change.

Account keys for export

You can use an external index even when the books were created in Office or SmartBill and no files were imported.

1. Open Chart of accounts, open a card, and select Details.
2. Under Keys in external systems, choose Add key.
3. Choose an existing external index, or Create external index. Enter its name, software, and company/file identifier. Use the same index for the other cards of this client.
4. Enter the External account key and save. Leading zeros are preserved; the Office key stays unchanged.
5. If several keys in the same index belong to one card, edit the intended key and select Use this key for exports to this index. The other keys remain available for imports.

Only an office owner, administrator, or someone with the bookkeeping controller role can maintain these mappings. A key already assigned in the index cannot be assigned to another card. Editing or removing an imported key also affects future imports; removing a key leaves the card and its transactions intact.

In the client’s Hashavshevet report, Account keys for export offers Office keys and the saved external indexes. Choose an index and generate the export. Review the table of Office and external keys before choosing Download export. Missing keys, ambiguous choices, duplicate destination keys, or keys that exceed the Hashavshevet field stop the download. Correct the affected cards and prepare the export again. Office keys are never substituted for missing external keys.

The selected keys are used consistently in journal entries, the account index, and bank files. Only cards used by the selected export need mappings; exporting the account index includes all active cards.

The client report does not require a SmartBill connection. Enter the Hashavshevet company identifier when prompted. Launcher scripts additionally need the office’s launcher settings; you can export data files without launchers.

After downloading

Check that the file belongs to the intended company and period. Downloading does not prove it has been imported into Hashavshevet. Review the result there as part of your office’s normal process.