How do I export slips from Billings and open them in Excel?

If you are looking to export slips from Billings and bring them into Excel for accounting purposes, you can do so. You can export slips to a text file which can be opened and viewed in Excel. Note that the values exported are in the client's currency.

To export slips from Billings and open them in Excel

  1. In Billings, choose View > All Slips and filter slips as required (for eg: active slips, working slips, etc).
  2. Select the slip(s).
  3. Choose File > Export > Export Slips to Text.
  4. In Excel, open the text file by choosing File > Open.
  5. Select your preferences in the Text Import Wizard. For the date columns, select YMD.
  6. Click Finish.

See also

Exporting information