Export Now by Date Range and Client

1. Enter the starting and ending dates of the data to include in the file in mm/dd/yyyy format. Include the slashes (/).

2. If you have access to more than one client, select the client(s) for whom you want to create files. A separate file will be created for each client.

3. Decide if you would like to be notified by e-mail when the file is ready to download. You will be notified through the Message Center.

4. Click Create File to generate the file. You will be notified when the file is created and ready to download.

Note: The file is created based on your settings in the Select Client Defaults page. The GL Reporting Service reads these settings at the time the file is actually created, not at the time it you request it.

Warning

If you receive a message that some data in the date range was included in another export file, find out if the original file imported successfully. If it did, transactions will be posted twice if you import the same data again.