Hi all,
Our Company has recently switched over from Peachtree & Quickbooks to GP. We are having difficulties running reports which easily extract to Excel. It appears that we can run an AR Aging, AP Aging, General Ledger, and Trial balance using the Reports function within the modules but they do not easily extract to Excel.
I was able to save the Trial balance to a tab deliminated file which I can open in Excel and it works well. All the other files need quite a bit of modification such as removing headings and space in between rows.
I've tried creating reports using SmartList but maybe my columns are incorrect as the balance never ties to the canned reports run from the Reports function.
As a lot of our analysis are performed using these reports in Excel it would be nice to easily generate these reports. Could anyone please advise or direct me somewhere I could find more information?
Thank you!