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Rachel Wegener

Rachel Wegener

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  • Accounts
  • Sub-Accounts
  • Legacy Accounts
  • Opening Balances
  • Budgets


Step
1

Ensure you are in the correct Ledger.

Step
2

Go to Accounts and click on Accounts Maintenance. 

Step
3

Click Export.

Step
4

Select the data you wish to export, and the correct Financial Year, then click OK. 

Image Modified

Step
5

Enter the file name and destination, then click Save.

Step
6

Open the file in Excel to view the exported data.