Creating a project transaction export report

  1. On the sidebar, select General Ledger Interface > Project Transaction Export.
  2. Specify this information:
    Selected Run Number
    Select this option to produce the project file for any selected run number.
    Last Run
    Select this option to run the project export over the last general ledger export performed.
    Run Number
    Specify the run number when you select the Selected Run Number option. Optionally, you can click the search icon to select an existing run number.
    Extract Date
    Specify whether to export the project journal using the transaction or creation date.
  3. Specify the export file path and file name. You can also specify when to run the job.
    If you select the run type option to End of Current Day, you can use the Last Run field to ensure that the latest data is always extracted.
  4. Click Submit.