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CCH Software User Documentation

Exporting the Employee Ledger to Microsoft Excel

Export the Employee Ledger to Microsoft Excel

  1. On the main menu, click Bookkeeping > Cash Posting > Employee Ledger.

  2. In the Employee Ledger window, If the employee Ledger window is not displayed, select the Ledger option.

  3. Select the Company.

  4. Enter the Employee Code or the Employee Name.
    A list of all the outstanding invoices and unallocated cash for the employee is displayed.

  5. Click the Excel icon.
    The Employee Ledger is loaded to an Excel worksheet and displayed.