How To: Exporting Departments/Product Types (02-18-02)

Overview

This tutorial describes how to export the list of departments and product types on the Department GM/Taxable screen.

Step-by-Step

  1. Select the ‘Department’ or ‘Product Type’ radio button and click ‘Refresh’ to load the results.

  1. Click ‘Export’ open the report directly in Excel (and also save it to your computer).
    2. IMPORTANT: In order for the results to open in Excel (and be saved to your computer), the ‘Transaction Processing’ directory must be set up in Company/PDF Export (30-04) and/or By Term Company/PDF Export (30-05). If a ‘Transaction Processing’ directory is not specified in one of these selections, complete that process before exporting these results.

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