Data import, export and backups · Guide 38 of 624

Export data for a specific year or filter

Auditors often ask for one year’s transactions. RockifyERP’s filters make that a two-minute job.

How to do it in RockifyERP

Open the list, for example Journal Entry or Sales Invoice.
Click Filter and add Posting Date Between the first and last day of the year.
Add other filters if needed, such as Company or Status = Submitted.
Export as in Export data from RockifyERP.

Tip: Save the filter so you can rerun the same export next year in one click.

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.