Export GIFI Info. to Excel Batch Job
Exports balance information using General Index of Financial Information (GIFI) codes and saves the exported file in a Microsoft Office Excel workbook. You can modify, save, or delete the file. You can use the file to transfer information to your tax preparation software.
Options
| Field | Description |
|---|---|
Balance As Of Date |
Enter, in MMDDYY format, the date that the financial information will be based on. The exported financial information will be based on the account balances as of this date. |
Use Add. Rpt. Currency |
Specifies if you want to export the balances in the additional reporting currency. Clear this field if you want to export the balances in the local currency (LCY). Make your selection based on which one of these two currencies is Canadian dollars. |
Include GIFI Name |
Specifies if you want to have the name of each GIFI code exported to the Excel spreadsheet using an additional column. Otherwise, only the GIFI code and the financial amount will be included in the spreadsheet. |
Include Unused Codes |
Specifies if you want to include a row in the spreadsheet for each GIFI code in the table, even if the balance for that GIFI code is zero. Otherwise only GIFI codes which have non-zero balances will be exported. |
Tip
For more information on how to work with batch jobs, see How to: Run Batch Jobs and How to: Set Filters. For assistance in finding specific pages, see Search.