How To: Exporting A/R Recurring Charges (12-26)
Overview
This tutorial describes how to export A/R Recurring Charges.
Step-by-Step
- Click ‘Export’ to open the report directly in Excel (and also save it to your computer).
IMPORTANT: You must have a folder named “tyler” in the root directory of your C drive (“C:\tyler”) in order for the results to open in Excel (and be saved to your computer).