Exporting Detailed Financial Information from aXcelerate in Xero
Created by Bridget Sester (Unlicensed)
Last updated: 04 Nov, 2015 by VM Learning Support
This page steps you through the process of exporting financial data from aXcelerate. The information can then be imported into Xero.
Basic Steps
Choose Finance > View/Export Finance Data
The Finance System Data Export page will display.
- Select the desired tab for the information you wish to export.
- Fill in the Date Filter form at the top of the page, see Notes For Specific Fields for more information.
- Click Search.
- Tick the box next to the desired transaction/record you wish to export.
- Once all desired boxes are ticked, click Export Selected <information>.
- If successful a 'Successfully exported <n> Invoice(s) to Xero'.
Notes For Specific Fields
Field Name | Field Notes |
|---|---|
| Date Filter form | |
| Information that has not been exported | Use the following drop-down to select what type of information you wish to export from aXcelerate. |
| From | Enter the entry start date you wish to filter result on. |
| To | Enter the entry finish date you wish to filter result on. |