Sage export
IRIS Elements Cashbook believes that you own your data, therefore we give you the option to export your data into the standard Sage format which is downloaded as a CSV spreadsheet. Using these files, you can import your data into almost any other accountancy software if necessary. This export can also be used to create a backup on demand.
Running the Report
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Go to Reports > Business > Sage Export
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Select the Time period or Start Date and End Date.
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Select Include payments in audit trail transactions if required.
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Select the relevant Download option to download all Customers and their data, all Suppliers and their data, your Nominal Codes and your entire Audit Trail for the period defined above.
This export does not include any attachments or other documents stored in IRIS Elements Cashbook. Also, note that support cannot help with the importing of this data into any other systems.