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Export General Ledger Entries to an XML File

You can export financial transactions for a particular period to an XML file for external archiving. After the closing of the fiscal year, you can export the general ledger transactions for the closed year by applying the correct date filter and then exporting the financial transactions within the specified period to the XML file. The XML file includes all the general ledger transaction information, such as document posting date, document type, document number, account type, account number, credit amount, and debit amount retrieved from the General Journal page.

To export general ledger entries to an XML file

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Export G/L Entries to XML, and then choose the relevant link.

  2. On the Export G/L Entries to XML page, on the Options FastTab, fill in the fields as described in the following table.

    Field Description
    Starting Date Sets the starting date to export the financial transactions.
    Ending Date Sets the ending date to export the financial transactions.
  3. To export the file, choose the OK button.

You can save the generated file to a specified location, or you can open the file.

Warning

If you have set the start date and end date to include the entire fiscal year, the process can take several minutes.

See Also

Print General Ledger Reports

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