Use the form to create definition groups for tables and fields from which to export data. The resulting data file can be sent to a tax auditor.

Create data export definition groups

  1. Click > > > .

  2. Press CTRL+N to create a new line.

  3. Enter a name and description for the data export table.

  4. Click .

  5. In the form, enter a data export table name, such as LedgerTrans, and a file name, such as Financial transactions.

  6. Press CTRL+S.

  7. To select the tables and fields that contain the data to export, click .

  8. In the form, double-click the LedgerTranstable and click .

  9. Press CTRL+N to create a new line.

  10. Enter a field name and description.

  11. Select the table and a field.

  12. Select the field, if needed.

  13. Repeat steps 9 through 12 to add all necessary fields from the LedgerTranstable, such as account numbers, posting dates, information about the source of each transaction, and amounts.

  14. Click .

  15. In the form, select a date field in the field. The value in this field is evaluated when determining the transactions that are included in the range of dates to be exported.

See Also