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How to export or open in excel for General Ledger Entries?

Posted on by 55

Hi, can I know how am I able to export / open in excel for General Ledger entries? I have click on the share icon at the top right hand corner but it doesn’t show the option to open in excel and instead only showing share to teams.

But however, for another entity, there is 3 options that I am able to choose - open in excel / edit in excel and share to teams. 

Appreciate anyone kind advise on this matter. Thank you! 

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,510 Super User 2024 Season 2 on at
    RE: How to export or open in excel for General Ledger Entries?

    Hi, yes you can open in excel for General Ledger entries.

    So as Gavin mentioned, please check user permissions.

    pastedimage1642038328396v1.png

    Thanks.

    ZHU

  • Gavin Profile Picture
    Gavin 2,337 on at
    RE: How to export or open in excel for General Ledger Entries?

    Hi,

    I suspect this is because of permissions. Can you ensure you have the following permissions for the company you can't see those options 

    pastedimage1641982152448v1.png

    Hope this helps

    Thanks

    Gavin

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