Learn about the process of exporting a general ledger file from PS Financials.
- Log in
- Click Options (5th tab in) > Account Enquiry
- Click the Criteria tab, select your periods (example: between First and last period), and click OK.
- From Account Enquiry, click the Columns tab and Select:
- Date / Debit / credit / Description / input date / nominal / nominal title / type
- click Send to Excel.
- Name your file, choose a save location, and click Save.
The chart below depicts the proper column mapping from PS Financial and MindBridge.
Anything else on your mind?