# Technical Information # Export Templates (DOCX/XLSX) You can customize the Docx Exports to your individual needs. The following information will give you a detailed overview on how to use the different functions. # General You can find all variables that you can use here, depending on the document type:
**Travel** | Document |
---|---|
- [Document](https://help.advatra.com/books/technical-information/page/variables#bkmrk-document) - [Dossier](https://help.advatra.com/books/technical-information/page/variables#bkmrk-dossier) - [Customer](https://help.advatra.com/books/technical-information/page/variables#bkmrk-customer) - [TotalPrice](https://help.advatra.com/books/technical-information/page/variables#bkmrk-totalprice) - [Travellers](https://help.advatra.com/books/technical-information/page/variables#bkmrk-traveller) - Products | - [Document](https://help.advatra.com/books/technical-information/page/variables#bkmrk-document) - [Dossier](https://help.advatra.com/books/technical-information/page/variables#bkmrk-dossier) - [Customer](https://help.advatra.com/books/technical-information/page/variables#bkmrk-customer) - [TotalPrice](https://help.advatra.com/books/technical-information/page/variables#bkmrk-totalprice) - Positions |
Format | Definition |
---|---|
**Month** | |
M | Month, from 1 through 12 |
MM | Two digit month, from 01 through 12 |
MMM | Abbreviated name of the month, for example: Jan, Feb, etc. |
MMMM | Full name of the month, for example: January, February, etc. |
**Day** | |
d | Day of the month from 1 through 31 |
dd | Day of the month from 01 through 31 |
ddd | Standard abbreviation for the day of the week, for example: Mon, Tue, etc. |
dddd | Full name of the day of the week, for example: Monday, Tuesday, etc. |
**Year** | |
y | Year from 0 to 99 |
yy | Year from 00 to 99 |
yyy | Year with minimum of 3 digits |
yyyy | Year as a four digit number |
**Hour** | |
h | Hour using 12-hour clock from 1 - 12 |
hh | Hour using 12-hour clock from 01 - 12 |
H | Hour using 24-hour clock from 0 - 24 |
HH | Hour using 24-hour clock from 00 - 24 |
**Minute** | |
m | Hour using 12-hour clock from 1 - 12 |
mm | Hour using 12-hour clock from 01 - 12 |
**Second** | |
s | Second, from 0 through 59 |
ss | Second, from 00 through 59 |
**Other** | |
t | First character of the AM/PM designator |
tt | AM/PM designator |
T | A literal to separate date and time in 8061 or other formats |
z | Hours offset from UTC, with no leading zeros — Example: -5 or +530 |
zz | Hours offset from UTC, with leading zero — Example: -05 or +0530 |
zzz | Hours and minutes offset from UTC, with leading zeros — Example -0500 or +0530 |
g or gg | Period or era, such as A.D. |
K | Zone information |
**Definition** | **Description** | **Example** |
---|---|---|
addressAddition | ${customer.addressAddition} | |
addressFormatted | The default formatting for a customer address. | ${customer.addressFormatted} |
city | ${customer.city} | |
country | The country of the customer | ${customer.country} |
creationDate | Date of the creation of the customer | ${customer.creationDate?string\["dd.MM.YYYY"\]} |
creator | Name of the creator of the customer | ${customer.creator} |
${customer.email} | ||
firstName | ${customer.firstName} | |
lastName | ${customer.lastName} | |
name | Combination of firstName and lastName | ${customer.name} |
number | The customer number in advatra (K1000001) | ${customer.number} |
phone | ${customer.phone} | |
state | ${customer.state} | |
street | ${customer.street} | |
website | ${customer.website} | |
zipCode | ${customer.zipCode} |
**Definition** | **Description** | **Example** |
---|---|---|
travelStart | Start of the travel, *only on travel documents* | ${document.travelStart?string\["dd.MM.YYYY"\]} |
travelEnd | End of the travel, *only on travel documents* | ${document.travelEnd?string\["dd.MM.YYYY"\]} |
expirationDate | Date until the document is valid | ${document.expirationDate?string\["dd.MM.YYYY"\]} |
number | The document number (D1000001.101) | ${document.number} |
currency | The Currency of the document, ISO 4217 | ${document.currency} |
note | ${document.note} | |
type | Offer, Confirmation, Invoice, Deposit, Prepayment | ${document.type} |
language | ${document.language} | |
locale | Can be used for the translation of the document | ${document.locale} |
date | ${document.date?string\["dd.MM.YYYY"\]} | |
charged | Used for Deposit and Prepayment. Defines if they have been charged to an invoice. | ${document.charged} |
exportDate | Date, when the document have been exported to the accounting system | ${document.exportDate?string\["dd.MM.YYYY"\]} |
canton | Location | ${document.canton} |
image | ||
days | List of days contained in the offer/confirmation |
**Definition** | **Description** | **Example** |
---|---|---|
name | ||
openingDate | ||
status | ||
employee | ||
responsibleEmployee | ||
travelAgent | ||
number |
**Definition** | **Description** | **Example** |
---|---|---|
note | ||
start | ||
end | ||
title | ||
description | ||
voucherRelevant | ||
voucherText | ||
person | ||
images | ||
images3x2 | ||
type | ||
travellers | [See details here](#bkmrk-guide) | |
customer | [See details here](#bkmrk-customer) | |
notes | ||
prices | [See details here](#bkmrk-price) | |
guides | [See details here](#bkmrk-guide) | |
drivers | [See details here](#bkmrk-driver) | |
supplierNotes | ||
locationSmall | only available, when a template is linked. | |
locationMedium | only available, when a template is linked. | |
locationLarge | only available, when a template is linked. | |
hasKickback | true, if any service has a commission |
**Definition** | **Description** | **Example** |
---|---|---|
name | ||
person | ||
quantity | ||
price | ||
type | ||
discount | ||
purchasingPrice | ||
creditorInvoiceReceived | ||
billingText | ||
effectivePurchasingPrice | ||
vat | Vat Object | |
kickback | ||
kickbackAmount | ||
kickbackInvoiceCreated | ||
kickbackVat | ||
total | TotalPrice Object | |
hotelNights | ||
supplier | [See details here](#bkmrk-customer) |
**Definition** | **Description** | **Example** |
---|---|---|
vats | ||
surcharges | ||
priceNetto | ||
priceVat | ||
priceBrutto | ||
totalPriceBrutto | ||
priceNettoFormatted | ||
totalPriceFormatted |
Definition | Description | Example |
---|---|---|
firstName | ||
lastName | ||
name | ||
phone | ||
passportNumber | ||
placeOfIssue | ||
birthday | ||
arrivalType | ||
arrivalDate | ||
arrivalTime | ||
arrivalNumber | ||
arrivalFlightClass | ||
arrivalSeat | ||
departureType |
Definition | Description | Example |
---|---|---|
firstName | ||
lastName | ||
name | ||
phone | ||
Definition | Description | Example |
---|---|---|
firstName | ||
lastName | ||
name | ||
phone | ||
Make sure, that the Flywire **Invoice #** is always the **Dossiernumber** of advatra. All other invoices will be ignored.
### Requirements To set up the Flywire integration, please contact your account manager first. You will need the following information: - Endpoint URL from advatra - API Keys from Flywire - Default VAT - Default Account financial ### SetupTo set up the Flywire integration, make sure, you have all the information from the **Requirements**.
If you have received your Endpoint URL, go to your Flywire Dashboard. Navigate to **Settings** -> **Webhooks** [](https://help.advatra.com/uploads/images/gallery/2022-07/image-1657119322872.png) Add a new Webhook with the "**Add new Webhook**"-Button on the top right. Enter the following information: [](https://help.advatra.com/uploads/images/gallery/2022-07/image-1657119660753.png) **Endpoint URL** The Endpoint URL that you have received from advatra. **Events to send** Select the "Invoice payment guaranteed"-Event **Description** Add a description like "advatra" ### FAQ **When will the payment be visible in advatra?** After the payment of your client is guaranteed, the Prepayment in advatra will be created within 5 minutes. **What if I use instalments for my invoices?** Every instalment will get synced to advatra. After the payment is guaranteed, a Prepayment will be created. If you have 2 instalments, you will find 2 Prepayments in advatra. **Is it relevant, which payment method my client uses?** No, this integration works with all payment methods Flywire offers. The duration until the payment is guaranteed depends on the payment method. For example, bank transfers can take up to 2-3 business days to process. # Shared Calendar In Administration -> Technical -> Global Settings you can define a "Shared Calendar Token".Please use a save token, like a password. If this gets public, one would have access to your calendar.
If you have set up the token, you can subscribe to the calendar in your favourite calendar app, like Microsoft Outlook. The URL of the calendar is the following: https://***your-advatra-url.advatra.app***/api/public/calendar/***token***/calendar.ics # Reports Advatra has a powerful reporting engine based on JasperReports. You can generate your own reports with the software Jaspersoft Studio, use a predefined report template or we can develop custom reports for you. [You can download Jaspersoft Studio here.](https://community.jaspersoft.com/project/jaspersoft-studio/releases) ### Predefined reports #### Sales ##### Turnover per company type In this report, you can select a start and end date of the travel period. In this period, all sales of all dossiers are summarized and grouped by company type. Please be aware, that if a company has assigned multiple company types, the turnover will be counted multiple times too. [Turnover\_per\_company\_type.jrxml](https://help.advatra.com/attachments/7) ##### Turnover per company In this report, you can select a start and end date of the travel period. In this period, all sales of all dossiers are summarized and grouped by company. [Turnover\_per\_company.jrxml](https://help.advatra.com/attachments/1) ##### Turnover per dossier (days before travel start) This report helps you to get an overview of the days before travelling for each dossier. It helps you to recognize whether last-minute requests are worthwhile. [Turnover\_per\_dossier.jrxml](https://help.advatra.com/attachments/6) ##### Turnover per employee In this report, you can select a start and end date of the travel period. In this period, all sales of all dossiers are summarized and grouped by employee. [Turnover\_per\_employee.jrxml](https://help.advatra.com/attachments/2) ##### Turnover per travel agent In this report, you can select a start and end date of the travel period. In this period, all sales of all dossiers are summarized and grouped by the assigned travel agent of the dossier. [Turnover\_per\_travel\_agent.jrxml](https://help.advatra.com/attachments/8) ##### Turnover per product and location In this report, you can select a start and end date of the travel period. In this period, all sales of all dossiers are summarized and grouped by product and the location (small, medium, large). [Turnover\_per\_product\_and\_location.jrxml](https://help.advatra.com/attachments/3) #### Other ##### Products without template This report lists all products that were added as "empty product" in an offer and are not linked with the product library. [Products\_without\_template.jrxml](https://help.advatra.com/attachments/4) ##### Room nights This report calculates the room nights per hotel in a given time period. [Room nights.jrxml](https://help.advatra.com/attachments/5)