I Need an Excel Spreadsheet of a Client's Account. How do I Pull It?
The A/R program has the ability to dump a client's account to Excel by following the steps outlined:
Pull up the client account by typing the client number in the upper right corner and typing return:
Next click dump listview on the miscellaneous menu:
output appears as follows:
You may need to convert the amount column to a number then you can total at the bottom.
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