Exporting Accounts Receivable Data

You can export records from Sage 300 Accounts Receivable.

To export Accounts Receivable data:

1. Open the screen or screen that displays the kind of data that you want to export.
2. If necessary, create the records you want to export. For example, to export an invoice batch, create the batch in the A/R Invoice Entry screen.
3. Click Options > Export.

4. If the File Import/Export Selection screen appears, select the type of data to export, and then click OK.

   Example: When you export customer groups, you use the File Import/Export Selection screen to specify Group Information or Group Statistics.

5. On the Export screen that appears (depending on the type of records you are exporting):

   1. In the File Type field, specify the format in which to save the exported data.

      Note: Accounts Receivable creates export files for Microsoft Excel.

   2. Select the type of information to export. You can also click Options > Load Script to choose a template that specifies the information you want to export.

6. In the next screen, enter the export file name and file type.

   Tip: If you frequently export information using the same settings, you can create an export template by clicking Save Template. The next time you export the data, you can load the template rather than manually specifying settings.

7. Click OK to begin exporting.

Last published: 4/8/2016