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The following data can be exported from GL2 as an Excel workbook:

  • 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 

on Accounts Maintenance

Step

3

Click Export.

Step

4

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

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Step

5

Enter the file name and destination, then click Save.

Step

6

Open the file in Excel to view the exported data.