This feature is currently being updated to include separate
option to export orders due to recent changes in the design of
PortalProdigy. The export currently
supports exporting of GL Transactions only.
- Last Transaction Date Range: displays the last date range
that was posted.
- Transaction Date Range to Export: use to enter date
range criteria for export.
- Include
Previously Posted GL Entries? set to No to exclude previously posted GL transactions. Set to Yes to include previously posted GL transactions. Typically set to No.
- Export
Format: select Intuit
Import/Export File to create an IIF file that can be imported into
Intuit’s QuickBooks accounting system or select Comma Delimited to create a CSV file that can be imported into
third party accounting systems. CSV
files can be also opened and edited using Microsoft Excel.
Cancel
button: click to close the page.
Clear
button: click to clear the page and make new selections.
Create
File button: use to create the
file. It will open a File Download
dialog box.
Main Menu Button: use to return to
the Site Administration Main Menu.
