Accounting Solutions (Web)
- How To: Check Requests
- How To: Bill Payments
- How To: Digital Purchase Orders
- How To: Bills
- How To: Accounting Reports
- How To: Digital Workflows
- How To: Vendors
- Paperless Accounting Workflows Release Notes
- Video Tutorials: Digital Purchase Orders
- How To: General Ledger
- How To: Journal Entries
- How To: Petty Cash
- How To: General Accounting
Accounting Solutions (Citrix)
Technical Release Notes
Canadian Payroll/Accounting Solutions
Export to CSV Format in Excel
To save reports to CSV format in Excel, please follow the instructions below:
Step 1: Click on the reports icon on the home screen.
Step 2: Choose the desired report to print and click RUN.
Step 3: Filter your report to your liking and click NEXT.
Step 4: Click CREATE CSV FILE.
Step 5: "Export File as" will pop up on the screen. Click on COMPUTER.
Step 6: Click on the LOCAL DISK C: drive.
Step 7: Click USERS.
Step 8: Click on your name.
Step 9: After you click on your name, you are on your file. Choose the location you would like to save the CSV file to.
Step 10: Once you choose the location, double-click on the file itself to open and view it.