Learn about the process of exporting a General Ledger file from Exchequer (UK Version).
Note: When importing an Exchequer export file into MindBridge, some data manipulation may be required.
Exchequer requires some data manipulation in order to ingest into MindBridge. If you have a client on Exchequer please get in touch with Customer Success.
- Open Exchequer and Export your General Ledger.
- Set the Period/Year Range to your desired audit period. Set the rest of the settings should as show below and click OK.
- From the Print Setup Panel, click the Excel tab. Be sure to save your file in a location you can reach later. and that all the checkboxes in the Export Options area unchecked.