Can I export my data to Excel?

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Yes.  You can export data from cashbook into Excel (or any spreadsheet program) using the Report Writer.  To do this, you need to:-

  1. Open a report in the Report Writer and configure it to suit your requirements
  2. Click the “Sheet” (Spreadsheet View) icon on the toolbar to view the report as a spreadsheet
  3. Select all the data using “CTRL” + “A” on your keyboard, then copy it using “CTRL” + “C”
  4. Now you can go to Excel and paste the data into a spreadsheet to edit further or save in an Excel format

Watch a video tutorial on the Report Writer.