How do I export my transaction enquiries to Excel?

There are times when exporting your transaction enquiries to Excel is needed, be it for more advanced filtering, or for sophisticated calculations.

This can be done with a simple click in Triumph. The Excel Export button  is available in all Triumph transaction enquiries, be it in General Ledger, Debtors, Creditors, Inventory, Job Costing, etc.

In the below example, we will use the Stock Transaction Enquiry. Now let’s make a start.

  1. Open the Stock Transaction Enquiry via the Stock Item Maintenance (I-F-A). stock item maintenance
  2. Click on the Excel Exportexcel graphic button on the Stock Transaction Enquiry.stock item maintenance
  3. This should open up Excel with the Transaction Enquiry information displayed.stock item maintenance

Note: The Excel Export button exports a .csv file, so if your default program to open .csv files is not Excel, it will open it in the default program.