EXPORT DATA
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      How do I export a temporary accounting entry file?

      Export a provisional AEF (the Accounting Entries File).

       

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      Super Admin

      Reading time  1 min
      Setup length  1 min
      Steps  1

       

      To download it, go to your profile at the top right > data > + new export.

       

      Then click on > Billing - Provisional AEF (fill in the criteria you want to apply) > a Team, a Project (or none to select all). Enter a Start Date and an End Date > Save.

      The file is being generated. Click on the green downward arrow to download the export.

      Here is what your export looks like in Excel format.

      Capture d’écran 2023-05-09 à 12.19.02

      For a completely customized accounting file, here's how to create your own chart of accounts.