Financial Export allows you to see which Financial Accounting Softwares have Supported Export Types. From there, you can fill out export options and download reports.
- For access to this feature, please reach out to your Client Success Manager as it may result in an additional fee.
- Navigate to Financial > Financial Export
- View which Financial Accounting Softwares have Supported Export Types
- Click on a Supported Export Type to initiate the export process
- Note: Each type will have different options you have to fill out.
- Once you fill out the options, click Download Export at the bottom
- Note: Large imports may take time to generate. Please only click Download once. Subsequent clicks will restart the process.