Creating tax transaction conversions

  1. Select Payables Manager > Run Processes > Process Tax Documents > Tax Transaction Conversion.
  2. Specify this information:
    Edit Only
    Select Yes to allow edits to the report.
    Tax Transaction Conversion Report
    Specify the group to receive the report.
    Report Export Type
    Select whether to export the report in PDF, CSV, or Excel.
  3. Click OK to process this action now or click Schedule to schedule the process to run later.