Accounts - download GL activity directly from this screen
When accessing an account through General Ledger/Accounts, it would greatly increase efficiency to have the ability to export to Excel directly from the account record. Currently, we have to run a report every time we want to see the GL activity, and running reports in FENXT is NOT a quick process.
In an account record we are able to view the activity by month and can drill down to each month to see the actual activity, but are not able to export it. Again, this would be a really helpful feature to just be able to export it here and not have to run a report. Please see screenshot for the record area that I am referring to.
Thank you!!
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Stacie Wheelis
- Mar 24 2021
- Needs review
Related ideas
If I could vote again on this I would. Often I investigate details in the account and wish I could export to Excel. The account screen has more columns of information that I want, than the general ledger report can provide. Please add an export to Excel button!!!
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In addition, I am hopeful to be able to see all GL activity within a given fiscal year at one time rather than month by month.
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Agree. Other views in NXT have an export, so I don't understand why not for GL accounts.
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Yes, it would be helpful to be able to export to Excel from the account activity detail screen. We needed to do this for an auditor request today - we were able to get the account activity detail, but then ended up going back to the database view to be able to export the transactions detail to Excel. Would have been much quicker to export from FENXT directly!
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