Finance > Utilities > Extract to Asset Management
Run the Extract to Asset Management utility to extract data from Finance to Asset Management.
❏ Under Create Asset Management Extract File from, select Processed Check Transactions to enable the Year fields and complete the Acct Period, Thru, and Fiscal Year fields for the accounting periods you want to capture.
TIP: The value in the Thru field should be the month where you last posted check transactions.
Notes:
❏ Click Extract. The Asset Management Extract report is displayed. Be sure to save or print the report.
❏ Click Process to begin creating the file. A message is displayed indicating that the process was successful. Click OK.
A dialog box is displayed with the file name (e.g., FINFA_02212022.txt) prompting you to save the file. Be sure to make note of the file name as you will need to access it during the import process.
❏ Click Cancel to return to the Extract Asset Management page.