Financial Export allows you to see which Financial Accounting software has Supported Export Types. From there, you can fill out export options and run reports.
Important Notes
- For access to this feature, please reach out to your Client Success Manager as it may result in an additional fee.
Instructions
- Navigate to Financial > Financial Export
- Click on a Supported Export Type to initiate the export process
- Once you fill out the options, click Run Export at the bottom
- Note: Each type will have different options available.
- You will be directed to the Export Pickup screen where the export will show as Pending
- Once the export says Completed (may take a few minutes), click Download to view the report
- Note: The file will be available from the Pickup screen for 10 days.
Comments
Let us know what was helpful or not helpful about the article.1 comment
Can we remove the note at the top about requesting access to this feature? I believe that is outdated.
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