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Exporting the Document List to Microsoft Excel

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The Export List To Excel button on the Edit Documents screen allows you to export the list to Microsoft® Excel. Excel must be installed on the computer to open the exported file. You can access the file in Excel as needed. In Excel, open the file C:\ASIXL\SalesTaxList.xls if your dealership operates an in-house server-based DMS. If your dealership employs the hosted DMS service, the file will be saved as K:\ASIXL\SalesTaxList.xls.

Step 1. From the Dealership Accounting main menu, select Schedules & Documents. The Schedules & Documents menu will open. 

Step 2. Select Sales Tax & Document Lists

Step 3. From the Sales Tax & Document Lists menu, click Edit Sales Tax List. The Edit Documents list will open.

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Step 4. Click Export List To Excel.

Step 5. Click Export when prompted to verify you want to export the list.

Step 6. When the list has been exported, the system displays a message indicating that you can load the file in Microsoft Excel and providing the Excel file name. Click OK to acknowledge the message.

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