Exporting General Ledger Data

Use the G/L Consol Export screen to export data according to the processes defined on the G/L Consol Export Setup Screen.

To export general ledger data:

  1. Open General Ledger > G/L Consolidations > Export.

    Note: Only one user at a time can use the G/L Consol Export screen.

  2. Specify a process ID to use for the export. For information about creating a process ID, see Creating a Process ID to Specify General Ledger Data for Export.
  3. Click the Browse button beside the Export Folder field to select the folder you created for the exported files.
  4. If you selected Allow Runtime Edit when setting up the export process you are using, you can clear any of the options selected in the Export Data Selection area.
  5. If the export method is balances, net changes, or transactions by fiscal period, you can change the year and period.
  6. Click Export.

Use the G/L Consol Import screen to import data from the export file to the destination company. For instructions, see Importing General Ledger Data.