How_do_I_export_transactions_

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 additional processing, reporting, or recordkeeping. Exporting transactions helps share data between systems, reduce duplicate data entry, and support accounting, auditing, or analysis needs. This process also improves efficiency by allowing organizations to use project transaction data in external financial or reporting tools.

Exporting transactions

1. Open Connect Project Accounting > Organization > Update General Ledger.

2. Select the checkbox next to a transaction type to include it in the export file.

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

4. Click GO (CTRL+G).

Connect saves the export file to the default Caselle directory.

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