Access most data exports from My AptaFund > Reports section > Exports. Certain data exports can also be reached from the Administration menu in the Fiscal Year End section.
The Enhanced Reporting modules have many options for generating user-defined exports from the grids. Click here for more information.
Exports from AptaFund are generated in various file formats depending on the requirements of the organization that will be importing the files.
To setup and generate pre-defined exports, click here for instructions.
Click here for instructions on saving an export setup for future use.
AptaFund provides data exports in several modules. For details on specific exports, click the link below for the Reports/Exports Overview for a specific module or use the Search feature in the Help file for the export name.
Account Structure
Accounting Cycle
Budget
Employee Management
Payroll
Purchasing
Vendor
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