Use this tab to export account data to a file that can
be used to import the data into an external system; for example, ePO.
The export creates an Accounts.BCL, eFinancials Fixed Length, Budgets.BCL,
or Actuals.BCL file, with a record for each account for all of the selected
entities. For a successful export, the file you created in this software
should match the format used in the other software.
Account export will occur for all propertiescompanies
selected for the current user.
Export
Select one of the following exports: Accounts,
Budgets, or Balances.
The export creates a ACCOUNTS.BCL or eFinancials Fixed Length file when
the accounts option is selected, a BUDGETS.BCL file when the budgets option
is selected, or ACTUALS.BCL file when the balances option is selected.
The file includes a record for each account for all of the selected propertiescompanies.
From Account / Thru (Account)
Click the
icon
to display a list and select beginning and ending
account numbers.
Accounts Added From / Thru (Date)
Enter a beginning and ending date for accounts
that have been added. These are accounts that you want to include in the
export. Or, use the
icon to select a date.
Accounts Changed From / Thru (Date)
Enter a beginning and ending date for accounts
that have been changed. These are accounts that you want to include in
the export. Or, use the
icon to select a date.
Account Types
All account types default as selected. Accept
the default if you want to include all account types. To exclude an account
type, click the box to remove the check mark.
Record Types
All record types default as selected. Accept the
default if you want to include all record types. To exclude a record type,
click the box to remove the check mark.
Fiscal Year
Select a fiscal year from the drop-down list.
Format
Select an file format from the drop-down list
if you selected to export Accounts. Options are: Accounts.BCL and eFinancials
Fixed Length.
Budget Source
If you set up separate budgets for eFinancials
and ePO during global policies setup,
select a budget source. This allows you to select the default eFinancials
or ePO budget amounts to export. If not using separate budgets, eFinancials
budget amounts will be used and this drop-down does not appear.
Cancel
Click to exit without saving changes.
Export
Click to start the export.
Fields
Note