Export Expenses

The Export Expenses functionality, located on both the Budget Admin General and Building Admin General toolbars, exports simple style input modes (Monthly, Annual, Quarterly, & Semi-Annual) into Excel.

Export at the Building Level (single building)

1. Click the "Export Expenses" button on the Building Admin General toolbar; the "Export Expenses" window appears:
   • Account From: & To: Select the account or range of accounts in the Account From: & To: fields.
     • All accounts from the Chart of Accounts are listed, Active & Inactive.
     • A user can limit the export to a range of accounts with the drop-down menus.
   • Begin Date: Defaults to the budget begin date. If in a multi-year budget, use the calendar icon to change the date if not wanting to export for the entire budget term.
   • Term: List of years in the budget. Defaults to the number of years in the budget term.
   • Suppress zero: Checked = Yes
2. Enter parameters and click "Begin Export."
3. In the Status: section, after the file is generated select, "Click here to download the file." The user is then prompted with IE Open & Save options.
4. Click "Open" or "Save As" to save the Excel file on a local or network drive.

Export at the Budget Level (all or subset)

1. Click the "Export Expenses" button on the Budget Admin General toolbar; the "Export Expenses" window appears:
   • Source
     • Building - Export returns Selected Buildings
     • Portfolio - Export returns Selected Portfolios. When Source = Portfolio, you do not need to select any buildings, the export will return all buildings in the Selected Portfolios.
   • Export Type - Excel (only)
   • Begin Date - Defaults to the budget begin date. Use the calendar icon to change the date if needed.
   • Term - Drop-down list of budget years; defaults to the number of years in the budget term.
   • Account From & Account To - List of all accounts in the Chart of Accounts. Defaults to first and last accounts in the Chart of Accounts. Select a single account or range of accounts.
   • Suppress zero: Checked = Yes
   • Available Portfolios > >> < << Selected Portfolios - Population based on user's assigned Portfolios in Client Admin User Security (Portfolios can also be assigned at Budget Admin Users). When Source = Portfolio, export/query will be run over selected/assigned Portfolios
   • Available Buildings > >> << < Selected Buildings - Population based on Selected Portfolios. When Source = Building, select Portfolios and then Buildings. When Source = Portfolio, do not move any buildings; the export will return all buildings in the Selected Portfolios list.
2. Enter/select parameters and click "Begin Export."
3. In the Status: section, after the file is generated select, "Click here to download the file." The user is then prompted with IE "Open & Save" options.
4. Click "Open" or "Save As" to save the Excel file on a local or network drive.