Create a Saved Search and Export to a CSV file

To create a saved search and export to a CSV file:

  1. Create a saved search as follows:

    1. Go to Lists > Search > Saved Searches > New.

    2. Select FAM Alternate Depreciation.

    3. Enter a new search title.

    4. On the Criteria subtab, select date created.

    5. On the Results subtab, add the following fields:

      • Internal ID

      • Asset Status

      • Last Depreciation Date

      • Last Depreciation Period

      • Last Depreciation Amount

      • Book Value (NBV)

    6. On the Available Filters subtab, add your required filters.

    7. Click Save & Run.

  2. On the saved search results, click Export - CSV to export the Search results as a CSV file.

  3. In the exported CSV file, check that the values of the tax methods you're updating are correct. Make corrections to your file before importing it.

Related Topics

General Notices