CPA Export File
Debtors> Reports> Report List
| Selected Date | Select the date that you would like to pull this report for |
| Billing Group | If you have billing groups like, Subscriptions, you can pull a report for these specific groups, or you can pull a report that will include all transactions. |
| Create Export | Click the "Create Export" button to open the report in a text file. To view the report in an Excel document, copy the report and paste it into an Excel file. |
| Error Report | An error report can be run for your creditors, this will highlight incorrect or missing information |
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