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 Accounts Maintenance. |
Step 3 | Click Export. |
Step 4 | Select the data you wish to export, and the correct Financial Year, then click OK. |
Step 5 | Enter the file name and destination, then click Save. |
Step 6 | Open the file in Excel to view the exported data. |