You can export the advances recorded in your organization, to import them into your accounting software or other applications.
You can export advances in two formats:
|CSV - Comma Separated Values||XLS (XLSX) - Microsoft Excel|
To export advances:
- Switch to Admin View.
- Navigate to Advances on the left sidebar.
- Click the More icon on the top right corner of the page.
- Select the format (CSV or XLS (XLSX)) in which you want to export your data.
- If you want to secure the advances with a password, mark the I want to protect this file with a password option and provide a password in the Password field.
- Click Export to download the data to your computer.