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general:financeeoyprocess:createbackup

Perform an export

Log on to file ID C.

Finance > Utilities > Export by File ID

It is important to perform an export prior to making significant changes. This allows you to revert data to a certain point in the process if necessary.

This step should be completed prior to continuing the process.

Create an export of file ID C.

Reminder: Do not change the export file name as it may cause issues during the import process.

Export by File ID

general/financeeoyprocess/createbackup.txt · Last modified: 2024/06/11 13:41 by emoreno