Here are the steps on how to export primary accounts via Account Template screen:
- From General Ledger Maintenance, click Segment Accounts.
- Click Import Primary toolbar button to open Import Primary Accounts screen
- Open the existing account template you want to export.
- Click Export button.
- A file will be downloaded on your local pc on the location set for your downloads.
- After exporting process is finished, a message will prompt. Click OK to complete the process.
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