Exporting banking Summary to Excel

  • 1
  • Problem
  • Updated 7 months ago
  • Solved
At request of our bookkeeper we are going to start exporting our banking summary to an excel file however there seems to be a glitch on the export that doesn't bring across the medicare/dva description in line 6 but does bring across the correct amount as per below screenshot.

Also is there anyway of having a description of the parameters used to generate the report like there is on the PDF eg Date range, location?


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Adam Woolacott

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Posted 7 months ago

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Timothy, Business Care Manager

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Hi Adam. Thank you for bringing this to our attention. We will look at addressing this in a future Front Desk upgrade. 

Regarding including date ranges and location information in the export, it is not typical for this type of information to be included in any export from Front Desk. As quick solution, perhaps you could include this information in the file name when creating the export?
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Adam Woolacott

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Thanks Tim for your quick response - we will include it in the file name for the time being.
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Timothy, Business Care Manager

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Hi Adam. This issue has been resolved in Front Desk v18.1.5. Software upgrades are available to download at www.smartsoft.com.au/support 
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Adam Woolacott

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Thanks Tim, thats great