Changing an export template header

Use the Change Export Template Header page to create or modify a header for an export template.

 

    1. Enter the Name of the export template.

    2. Select the default output type of the export template.

Note: The output type can be changed at the time of performing the export.

    1. Select the template for the header row (first row) and the trailer rows (all rows below the header row) to determine their formatting in the export.

    2. Select the default Export Type of the export template.

Note: A Summary export type shows 1 line for each GL account, while a Detailed export type shows 1 line for each transaction.

    1. Select the Base Type for the export template from one of the following:

    2. To specify that the first line of the export template will be header text, select Include Detail Header Text?

Note: If this option is disabled, the first line of the export template will be the first line of data.

    1. Click Save.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Adding or modifying an export template