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.
- 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
- 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.