Exporting Effects

Exporting effects involves extracting the data saved in the system as a file, usually in Excel (.xlsx) format, for offline use. This includes information like book number, issue date, bank, total number of items, number of uses, number available, and total amount, making it easy to share with other departments (like accounting or auditing) or analyze in tools like Microsoft Excel. However, the user mentions "bulk adding effects via pre-formatted file", which typically corresponds to an import feature, where a pre-formatted file is used to add new data to the system. This suggests that the user might have confused the terms or that the system is using non-standard terminology.

Access the Feature

To export the data, navigate to the “Effects Books” section, then click the green Excel icon at the top right.

Export Process

Click the Excel icon to generate a file, choose a location to save it, then use it to analyze or share the data.

Utility

This facilitates accounting, financial reporting and sharing with other departments, such as for audits.