Preview and Save the Revenue General Ledger Export

There are two options for generating the Revenue General Ledger Export — Summary Version and Detail Version.

To export a summary version of the Revenue General Ledger:

  1. Go to Main Menu > Billing > GL Export.

  2. Select Revenue GL in the GL Option box.

  3. Select Summary in the Export Option box.

  4. Choose the final date of the export in the Export End Date box.

  5. Choose the Company or Location from the dropdown in the Export For box.

  6. Click Export.

    Select Revenue GL in the GL Option box. Select Summary in the Export Option box. Choose the final date of the export in the Export End Date box. Choose the Company or Location from the dropdown in the Export For box.

  7. Click Yes.

    Click Yes.

    The export is created.

    The export is created.

To export a detail version of the Revenue General Ledger:

  1. Go to Main Menu > Billing > GL Export.

  2. Select Revenue GL in the GL Option box.

  3. Select Detail in the Export Option box.

  4. Use the Master List box to select the outputs. Click Add to select the outputs individually or click All to select each one.

  5. Choose the final date of the export in the Export End Date box.

  6. Choose the Company or Location from the dropdown in the Export For box.

  7. Click Preview.

    Select Revenue GL in the GL Option box. Select Detail in the Export Option box. Use the Master List box to select the outputs. Choose the final date of the export in the Export End Date box. Choose the Company or Location from the dropdown in the Export For box. Click Preview.

  8. Select a download location for the sample report and click Save.