Export / Import
Spreadsheet Export / Import
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Spreadsheet Export / Import -
The Spreadsheet Export / Import spreadsheet feature allows to easily export data into spreadsheets, edit the data and import it. Excel Export / Import is available in the following options: Setup ribbon:
Default ribbon
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Export / Import - Setup ribbon
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Export / Import |
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Export from Setup → Export |
Import from Setup → Import |
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Posted batches import (Batch entry - F9:Process on the Default ribbon) |
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Export - Reports ribbon
Ledger analyser - Financials
There are six (6) report types, which may be selected (i.e. Trial balance, Income statement, Balance sheet, Standard column balances, Budget vs actual and This year vs last year) which may be printed and exported to spreadsheets.
Column balances
In addition to this, there are 6 report types which may be exported to spreadsheets (i.e. Column balances, Column balances Debit/Credit, Column balances debtors, Column balances creditors, Column balances debtors Debit/Credit, and Column balances creditors Debit/Credit.)
Budgets
Budget figures as entered in the Setup → Accounts (Default ribbon). This option, if selected, will list only the budget figures (Budget listing) in the Trial balance, Income statement, Balance sheet and Standard column balances report types. The Budget vs actual is the budget performance report. It will list and compare the budget figures versus the actual posted (updated) transactions.
Transactions
T-Account viewer – You may select a specific account, group, etc. to view the transactions in the T-Account viewer.
On the report types in the Ledger analyser, you may right-click on a selected account, and select the “Show details” option on the context menu. Transactions may be exported to Spreadsheets.
Open item link
The lists on the Open item link - Totals tab, Transactions tab and selected accounts may be exported and opened in spreadsheets.