How_do_I_export_transactions_

How do I export transactions?

If the interface to the Caselle General Ledger is turned on, you can use Update Caselle General Ledger to post transactions directly to a posting period in the General Ledger. If the interface is not turned on, use the option to create an export file to post transactions to a non-Caselle General Ledger.


Exporting transactions

1.  Open Connect Asset Management > Organization > Update General Ledger.

2. Set up the GL Period, Date Range, and options to select the transactions to include in the export file.

3. Click too select the checkbox titled Create GL Update Export File.

 

4. Click GO (CTRL+G).

Connect creates the export file

 

 

    • Related Articles

    • How do I export transactions?

      If the interface to the Caselle General Ledger is turned on, you can use Update Caselle General Ledger to post transactions directly to a posting period in the General Ledger. If the interface is not turned on, use the option to create an export file ...
    • How do I export transactions?

      Save the transactions that have been in created in Check on Demand in a file that can be opened by another application. Exporting transactions 1. Open Connect Check on Demand > Organization > Update General Ledger. 2. Use the section titled Update ...
    • How do I export transactions?

      Save the transactions that have been in created in Payroll in a file that can be opened by another application. Exporting transactions 1. Open Connect Payroll > Organization > Update General Ledger. 2. Use the section titled Update Pay Periods to ...
    • How do I export transactions?

      Save the transactions that have been in created in Project Accounting in a file that can be opened by another application. You would export transactions to transfer project-related financial activity to another system, application, or file format for ...
    • How do I update transactions to General Ledger?

      Updating transactions to the General Ledger transfers financial transaction information from Business Tax Collection into your organization’s accounting records. This helps ensure that collected taxes, payments, fees, and adjustments are accurately ...