AccXES Client Tools User Guide
Creating and Printing an Accounting Report
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If you saved your accounting data with a file extension added to the
filename, then open the document in the software to which you saved it.
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Add any details you wish, such as a descriptive title or column headers,
to explain what these numbers represent.
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Save the file.
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Print the file as you normally would.
Deleting Data in an Account
Once you have saved the accounting data to a file, you may want to clear out
the account so that only new data will show in future queries.
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To reset an account back to 0, go to the Web PMT Accounting > Reset
Account option. Put in the account number and sub-account number for
which you want to reset the data back to 0. Select the Reset button.
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On the Accounting Tab of the AccXES Client Tools, do a query on the
same account and sub-account number that you reset. Verify that there
is no data left in the reset account. This query can also be done on the
Web PMT > Accounting > Reports screen.
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