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Question/Problem Statement:
Is there a consolidated report that can generate all transactions that are included in an Accounting Period Summary? It is cumbersome to generate a data source export for each transaction type.
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Solution:
Instead of generating report per transaction type, simply navigate to:
Z-Finance > Accounting Periods > Accounting Periods tab > select the accounting period name > click Balances tab > click the 'Download Detail' link next to Accounts Recievable Transactions.
This will allow you to extract ARRollForwardDetailExport.csv that contains all transactions posted in the chosen Accounting period.
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √
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Solution:
Instead of generating report per transaction type, simply navigate to:
Z-Finance > Accounting Periods > Accounting Periods tab > select the accounting period name > click Balances tab > click the 'Download Detail' link next to Accounts Recievable Transactions.
This will allow you to extract ARRollForwardDetailExport.csv that contains all transactions posted in the chosen Accounting period.
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √