Frequently Asked Questions
Integration FAQs
Can AccountSafe Export to Excel
AccountSafe has a considerable number of reports available. All reports and any
screens that show lists of information can be exported directly into Excel.
The data can also be directly exported to Excel. One of the formats the export
facility has is CSV, others include XML and GreenTrees.
Can AccountSafe import data from Excel
AccountSafe can indeed do this. The way this works is that each 'entity'
( be that a safe, bank account or person) has a single cash account. The
spreadsheets are completed and the user then goes into the cash account and
imports the relevant spreadsheet. There is generally some tidying up that is
required particularly in relation to transfers. When one person gives money to
another (or you take it out of the bank account) then the system needs to know
where the money came from or to. In doing this exchange rates can be
established also e.g. I convert GBP100 for USD170, I will have 2 cash
accounts and a transfer from one to the other estabished an exchange rate
between GBP and USD.
FAQ Categories
General FAQs
Currency FAQs
AccountSafe is a powerful tool for managing the complexities of currencies in
a fast changing environment. These FAQs try to answer some of the common questions.
Integration FAQs
AccountSafe can work with other programs. This section discusses issues
related to these function.