GLHead and GLAccts Data

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  • Updated 4 months ago
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Hi,

I know I have done this before, but now for the life of me, I cannot remember how to do it. In the ACS Financials,  I want to Export all the GL Heading data and the GL Accounts Data from ACS to a spreadsheet to do some analysis. Can anyone please refresh my memory on how to do this?   Thank You !!
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David Crout

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Posted 4 months ago

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Rebekah Musick, Sr. Ministry Success Manager/ACS Community Manager

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Official Response
Hi David. Log into ACS Financials, choose General Ledger Reports>Lists.Chart of Accounts - Detail, preview this report, then use the View Raw Data icon (4th one from the left at the top of the preview) and you can export the data to .csv or Excel. 
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David Crout

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Thanks Rebekah !
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Cathie Bourne

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When I want the Area 1 and Area 2 in addition to what the Chart of Accounts-Detail shows, I go to the Add/Edit Chart of Accounts tab and click on the three dots to the right of the account # Box.  Then I customize what columns I want (by right clicking on the header row).   All of the accounts then show up and you can hi-light all the data, control C and paste that into an Excel sheet. 
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David Crout

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Thanks Cathie !