Removing a Transaction from Export to Accounting

It is sometimes necessary to remove a transaction from exporting to your accounting software. Once selected, the transaction is permanently deleted from the Export to Accounting screen.To use this feature, you must first set the user permission in your repair facility profile to enable this feature. Go to Adding a User to a Security Role.

To remove a transaction from Export to Accounting

1. Select Action > Export to Accounting from the menu bar.
   
   - or -
   
   Select Dashboards > Accounting from the menu bar, and then click the Export to Accounting link under Quick Links.
2. Select the connection from the Accounting Connection droplist if it is not already selected.
3. Select one or more transaction types, and then click Next. The Export Overview screen opens.
4. Move through the tabs in the screen and locate the transaction.
5. Click on the transaction, and then select Never Export Line from the toolbar. A confirmation message opens displaying the transaction details.
6. Click Yes to confirm removing the transaction.
7. Click Next. The Export screen opens, and the information you selected is exported to your accounting software.
8. Click the View Report button, and then click Finish.

© 2024 CCC Intelligent Solutions Inc. All Rights Reserved. CCC, CCC ONE, and the CCC Logo are registered trademarks of CCC Intelligent Solutions Inc. 9/16/2024 - 4:34 PM