New spreadsheet for Accountight

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KathrynF1
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New spreadsheet for Accountight

We are trying to export Balance and P&L report into excel but are unable too.

 

We have followed instructions and copies previous premier spreadsheet templates into the 2019.2 spreadsheet folder but the format of these are completely different when formatting.

 

is there a way of getting new spreadsheet tenplates to be able to export into excel??

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Former Staff Andrew_Y
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Re: New spreadsheet for Accountight

Hello @KathrynF1 

 

I hope you will find your time on the community forums to be a helpful experience, and thank you for taking the time to reach out with your issue.

 

If you are in need of a template, you can typically create one using the Sample Clearwater files.  These Help articles provide more on how to go about that.  Please feel free to have a read and see if it is useful to you.

 

Importing and exporting tips

Using an import template

 

If this has pointed you to good resources, kindly consider marking this post as a solution to assist others in finding information too.

Cheers,
Andrew

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