Process to Set Party's Default Export Format

Process to Export Purchase Return Entry in Excel Format

PROCESS TO SET PARTY'S DEFAULT EXPORT FORMAT

• Go to Books > All Ledgers.

• A 'Ledger Accounts' window will appear.

• The user will press 'F3' key on the party whose purchase return entry needs to be export in excel.

• Suppose select 'Ahuja Medicine Centre'.

• The user will select 'Other Detail' option.

• Now selected party other details window will appear.

• In 'Export Bill Format' option, the user will select 'Excel'.

• Then press 'Ctrl+W' to save the changes.

PROCESS TO EXPORT PURCHASE RETURN ENTRY IN EXCEL FORMAT

• Go to Transactions > Purchase Return > Modify : D/Note.

• A ‘Modify’ window will appear.

• The user will select the options as per the requirement like bill date, bill number, etc. 

• A ‘Purchase Return As On’ window will appear. 

• The user will press the 'F11' key on the transaction (which needs to be exported).

• An ‘Email’ window will appear.

• Click on ‘Save Softcopy'. 

• A 'Save' window will appear.

• The user can view the location where the file is being exported.

• Then click on 'Accept'.

• Now the user can view that the file is being exported.

After following the above steps, the Purchase return entry will be exported in excel Format .