Exporting Information to Accountants

This feature allows the user to export his data so he can send it to an accountant or consultant. The export process creates a zipped file that is secured with a password. The accountant is required to install the EBMS software on his network in order to read the zipped data file. Review the Accountants Use of the Journal section for instructions for the accountant.

Complete the following steps to export data to the accountant:

1. Select F ile > U tilities > E xport Data for Accountant from the main EBMS menu to start the export wizard:
   
2. Enter the name of the directory path where the information is to be copied to, i.e. either a floppy or a CD-Rom drive. A file name must also be included. Click N ext to continue.
   
3. A user name and a password must be set up for the accountant to access the information that was exported. Press the N ext button.
4. The files will be compressed to the directory path that was given. The last page of the wizard will inform you whether the files were exported successfully or not. Click F inish after files are updated successfully.

NOTE: Communicate the user name and password to the accountant since he must enter this information to access the data.