Preview and Saving a Detail Version of the Revenue General Ledger Export

To preview and make a copy of a Revenue General Ledger export:

Navigate to the General Ledger screen.

Main Menu> Billing > GL Export

Select Revenue GL in the GL Option box.

Select Detail in the Export Option box.

Use the Master List box to select the outputs.

Click Add to select the outputs individually or click All to select each one.

Choose the final date of the export in the Export End Date box.

Choose the Company or Location from the drop down in the Export For box.

Click Preview.

Select a download location for the sample report and click Save.

Important: IP Address Whitelist Update