EXPORT DATA
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      2. DATA IMPORTS AND EXPORTS
      3. EXPORT DATA

      How do I export a temporary accounting entry file?

      Regardless of the country where you operate, you are required to provide a summary of your accounting entries. Here’s how to do it on OOTI.

       

      🔓 Permissions required

      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.

      data

       

      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.

      AEF

      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.

      AEF-export

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