Exporting Ledgers and Registers

Introduction

You can quickly export all Ledgers & Registers in Word (DOCX) or CSV format. Both file types are automatically downloaded to your local machine. To open, navigate to your downloads folder, locate the document and double-click to open

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Exporting Ledgers/Registers in Word Format

  1. In the MinuteBox left-hand panel, click Ledgers & Registers. A list of all Ledgers & Registers are displayed in the right-hand panel
  2. Click the Ledger or Registervyou want to export. The Ledger/Register appears on the right-hand panel of the screen
    1. Click Share
    2. Click Download as DocX 
  3. A window similar to the following displays. The Ledgers (or Registers) appear automatically in this list if the data has been entered in the Entity Information Summary.

    Optional - de-select any Ledgers you do not want to export, select whether you want a single or multiple files, t
  4. Click Export

Exporting Ledgers/Registers in CSV Format

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