If you are using Sage 300 CRE (formerly Timberline Software) for your business, you are probably familiar with the Information Assistant program (IA). If your job requirements do not require you to enter data, and you are looking for drill down functionality in a spreadsheet format, Information Assistant does the trick. What you may not know is that it can also export your information to Excel with, literally, the press of a button.
For example, let’s say you are in the middle of researching entries posted to one of your most active GL accounts. You have used the conditions in inquiry to narrow down about 500 transactions with a specific date, batch and program of origin. Now, you want to see these entries in Excel. Click on the “Export to Excel” button and you have your entries in Excel in an “easy to read” columnar format. You can use the export to Excel button throughout all of your inquiries. Export your Property Management receivable information using the Delinquent Leases inquiry, check registers from your AP inquiries and more all using the export to Excel button. .