Exporting a Summary Version of the Revenue General Ledger

Exporting a Summary Version of the Revenue General Ledger

To export a summary version of the Revenue General Ledger:

1.

Navigate to the General Ledger screen.

Main Menu> Billing > GL Export

2.

Select Revenue GL in the GL Option box.

3.

Select Summary in the Export Option box.

4.

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

5.

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

6.

Click Export.

Note: Once Export is selected, the records cannot be exported again. Re-attempting to export the records displays a “No data to export” message.

7.

Click Yes.