Previewing an Accounting Export
Passare now allows users to preview an accounting export, before actually exporting the data.
USE CASE SCENARIO
A funeral home is running an invoices export, but is unsure which invoices need to be included in the actual export. So, they use the previewing functionality several times, until they can get the export to generate the expected results, before running the actual export. Previously, you could not preview your exports; so, once you exported data, it was flagged as exported and the process to re-export that data was very time-intensive.
HOW DO I PREVIEW AN EXPORT?
To preview an export, run your report as you usually do, but click on the Export as a preview (will not flag items as being exported) check box (found under the number 10 section), and click Run Report.
This will run your report in the Report Format you selected and deliver an exact preview of the report – according to your Delivery Method settings – for you to review.
HOW DOES THIS AFFECT ACCOUNTING?
Since these exports are not flagged as exported, they do not affect accounting in any way.
WHO DO I CONTACT IF I HAVE QUESTIONS?
Contact firstname.lastname@example.org with any questions about this feature, or call the toll-free support number: 1-800-692-5111.