Tutorial – Exporting Transaction Data

PC Verifier allows the export transaction data in Comma Separated (CSV) Format. This format is accepted by most financial and accounting packages. This provides you with an easy means to incorporate transactions into your favorite account system or to perform complex budget/sales forecasts using programs such as Inuit QuickBooks or Microsoft Excel.

To use the export feature, administrator privileges are required. To perform an export:

1.

Click Reports.
This displays the transaction manager.

2.

Select All Records from the Day list.

3.

Select All Rep IDs from the Rep ID list.

4.

Select the Cards check option.

5.

Uncheck Pending and VCA check options.
A number of transactions appear in the list. The export feature will export all transactions that appear in the list. Thus, depending on the display options you use, you can export a specific set of transactions. In addition, a maximum of 1000 transactions can be displayed in the list at one time. If you require export a more that 1000 transactions, select different date intervals in order to export multiple transaction lists that cover the range of transactions you wish to include.

6.

Right-click on any transaction in the list.
This displays the popup menu.

7.

Click Export to CSV…
The Export CSV Dialog box appears. In this example below the export file MyData.csv is saved to the Desktop and then opened up in Microsoft Excel. Most software data-based packages will automatically import CSV files. In addition, some programs allow you to import specific fields based on data-types. Below is a summary of the data-types that are exported from PC Verifier. For importing into your specific software package, consult the documentation that came with that software.

More:

Exported Field Names and Data-Types: