How To: Exporting A/R Recurring Charges (12-26)

Overview

This tutorial describes how to export A/R Recurring Charges.

Step-by-Step

  1. 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).