View/Export Finance Data

Exporting Finance Information

Basic Steps

  1. Choose Finance > View/Export Finance Data

  2. Populate the Filter Results table is desired. See Notes for Specific Fields below.

  3. The Finance System Data Export will display all transaction information and work your way through each tab. 
  4. To download the appropriate data filed into a zip file, open the Create CSV Data File tab click Create and Download File. Once downloaded extract the files from the zip file to a location of your choice. NOTE: Make sure to remember the location of the extracted files as you will need to import the files into either MYOB, QuickBooks or Xero.

Notes For Specific Fields

Field NamesField Notes
Filter Results Form
Date From/ToSelect the date range you wish to export Finance data from
Transaction StatusAllows you to select whether you wish to display data that has already been exported or data that is yet to be exported

Working through the tabs

Date From/ToSelect the date range you wish to export Finance data from
Transaction StatusAllows you to select whether you wish to display data that has already been exported or data that is yet to be exported

Working through the tabs

Simply tick the box on the rows you wish to export. 

  • When an item is highlighted grey, it is ready to be exported from aXcelerate.
  • Items highlighted yellow are entries that have already been exported out of aXcelerate. See <LINK TO  Re-exporting financial data from aXcelerate> for more information.


detailed data - choose org vs individual id

NamesField Notes
Date From/ToSelect the date range you wish to export Finance data from
Transaction StatusAllows you to select whether you wish to display data that has already been exported or data that is yet to be exported

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