Export Advances

You can export the advances recorded in your organisation, 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:

  1. Switch to Admin View.
  2. Navigate to Advances on the left sidebar.
  3. Click the More icon on the top right corner of the page.
  4. Select Export Advances.
    Export Advances
  5. Select the format (CSV or XLS (XLSX)) in which you want to export your data.
  6. 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.
  7. Click Export to download the data to your computer.
    Export Advances
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