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Inflo - Ingestion Guide - Restaurant 365

Modified on: Thu, May 2 2024 3:54 PM

KSM – Inflo Ingestion Guide

Restaurant 365                                                                                                                                 5/1/2024

 

  1. To navigate to the GL Account Detail Export, click 'My Reports' under 'Reports' in the left pane
  2. Select 'Financial' in the top header of the reporting window. Once opened, a listing of reports will be shown. 
  3. Find 'GL Account Detail Export' and select 'Customize' next to the report. This will open up a listing of all Report Parameters that can be used to define your report.
  4. Set the Start and End Dates to the period to be reviewed.
  5. Then select the Run button.
     
     
    A screenshot of a computerDescription automatically generated
     
     
  6. This report can be exported directly from the reporting window by selecting the export icon. 
     
     

 

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