TM3 can help to streamline the majority of accounting processes, but please note it is not set up to replace any accounting package (or accountant!) you may have.

It is designed to produce sales and income figures, which can be transferred to any accounting package you have in place.

In order to perform an accounts export, click on the finances icon on the menu. Once loaded, you should see the 'Accounts Export' option as shown below.

Once selected, you will then be presented with the following window, prompting you to chose the relevant details you wish to export.

  • Charges Export - exports the totals per ledger code, of invoiced billing items

  • Payments Export - exports the totals of payments grouped by Type (cash, cheque, card etc), and the lodgment reference for cash and cheque payments.

Once you have selected what you wish to export and the appropriate date range, you can then select 'Preview' to make sure all the information has been recorded accurately. It will look similar to the screen below:

If you are happy with the information, simply select 'Export.' This saves the information into spreadsheet files, which you can then use to add the information into your accountancy package or send to your accountant.

Please be aware that when you export sales or income figures, all billing items and payments in TM3 included in the date range will be locked and therefore cannot be deleted or edited.

Once you select 'Export' a new screen will appear where you can download the relevant .csv before selecting 'Finish.'

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