How to: Build & Download Accounting Export Files

1. Click the Reports icon in the navigation menu
2. Click the Exports tab
3. Navigate to the correct week using the Prev | Today | Next buttons in the date header
4. Select the Export you would like to build:
   
   • Journal Summary (Weekly | No Color Code)
     - Weekly totals for Labour by revenue category.
     - Daily labour by revenue category.
     - Daily AP entires by GL.
     - Daily Petty Cash entries by GL.
     - Employee Retention.
     - Avg Days Employed.
     - Daily sales and metrics entered into Daily Entry by Gl.
     - Daily hour by Compensation Type.
     
   • Build AP (Weekly | Green = Posted)
   • Build Payroll (Bi-weekly | Green = Posted)
5. Files will be downloaded in XLSX Format.