Print or Export the Chart of Accounts

Posted on | By msiedit
  • Click Chart of Accounts on the top menu bar.
  • Select Print Chart of Accounts.
  • Select the fund.
  • Check any applicable options.
  • Click Get Report.

Export the Chart of Account List to Excel

  • Click Chart of Accounts on the top bar menu.
  • Select Export account chart to Excel.
  • Choose the folder where the Chart of Account List will be downloading to.
  • Click Save.
Category: Chart of Accounts, Fund Accounting | Tag: , , , , ,