This information is typically needed by finance teams or administrators who are reviewing departmental spending or preparing reports.
The exported data includes all paid orders for the selected year, along with their corresponding GL codes, which can be filtered in Excel for analysis.
To set this up:
Click Group in the left-hand menu.
In the Paid FYTD section, click Total. A pop-up window will appear.
Use the Select Year dropdown to choose the financial period you need.
Click the All Orders button at the top of the window to export the data to Excel.
In the Excel file, go to Column Q labeled Account Code, which contains the General Ledger codes that you can filter to locate specific codes.
🤓Tip: The General Ledger codes can be assigned/edited through the Finance area