Versions Compared

Old Version 2

changes.mady.by.user Liz Dorado

Saved on

compared with

New Version Current

changes.mady.by.user Ruby De Jesus

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Here are the steps on how to export primary accounts via Account Template screen:

  1. From GL Account Detail General Ledger search, click SegmentsSegment Accounts to open Segment Accounts screen. 
  2. Click Import Primary toolbar button to open Import Primary Accounts screen
  3. Open the existing account template you want to export.
  4. Click Export button.
  5. A file will be downloaded on your local pc on the location set for your downloads. 
  6. After exporting process is finished, a message will prompt. Click OK to complete the process.