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Practice Manager only

A debtors ledger can be exported to a Microsoft Excel spreadsheet to obtain a summary of the ledger and for further viewing and printing.

The client’s debtors ledger can be exported to Microsoft Excel in one of two ways:

  • using Export ledger to excel on the TASKS bar which produces a formatted summary report which can be viewed and printed.

  • using the Export to Excel icon on the TASKS bar which exports the information into a Microsoft Excel worksheet so that further calculations and manipulations can be done. This is not a formatted report.

Only those transactions displayed in the Debtors Ledger are exported.

To export the client Debtors Ledger to Microsoft Excel
  1. Access the Debtors Ledger for the client. See Accessing the debtors ledger.

  2. Click Export ledger to excel on the TASKS bar.

    or

    Click the Export to Excel icon at the top of the TASKS bar. The Export to Excel window opens.

  3. Enter a file name for the debtors ledger.

  4. Click OK. The debtors ledger is exported to Microsoft Excel.