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PS Financials: Export the general ledger

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Summary 

Learn about the process of exporting a general ledger file from PS Financials. 


Extract data

  1. Log in
  2. Click Options (5th tab in) > Account Enquiry
  3. Click the Criteria tab, select your periods (example: between First and last period), and click OK.
  4. From Account Enquiry, click the Columns tab  and Select: 
  5. Date / Debit / credit / Description / input date / nominal / nominal title / type
  6. click Send to Excel.
  7. Name your file, choose a save location, and click Save. 

The chart below depicts the proper column mapping from PS Financial and MindBridge.

 

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