exporting

Exporting Aged Receivables Report

09/05/202507/30/2025 by Gentry Winn

Released 8/7/25 You can now export the Aged Receivables Report as a .csv file for further analysis offline or integration into external workflows. To export the report 1. On the Home menu, click Aged Receivables to open the Aged Receivables page. 2. Set up the report filters as needed, and then click Search. 3. Click … Read more

Exporting the Audit Log

12/02/2024 by Gentry Winn

With this release, you can export the Audit Log (Home > Audit Log). To export the report, click Export. The current page as it is displayed is downloaded as a .csv file. You can open the .csv file in a spreadsheet program. The first row contains the column headers. The second row contains the filters … Read more