Accounting Exports Window

The last tab is for Accounting Exports, and here you can pull a data set and then export it for accounting or payroll.

To see reporting:

  1. Go to Finance & Accounting in the left side panel.
  2. Click on Accounting Tools.
  3. Click Accounting Exports Window.

  4. Click on the drop-down “Export Type” and select the report you want to view. 

  5. On “Dates From” and “To”, select the dates of the report to view.

  6. Click on Refresh.

     

  7. Click on the Check boxes to select the report or reports you want to export. 

     

  8. Click Export to CSV to view the report in table form.