Creating an export file for Sage Despachos

You can easily create an Excel file ready to import in Sage Despachos.

To do this:

  1. Access the export screen.

    Reports and exports > Exports – Export to tax consultant

  2. Choose a Start date and End date for the information you want to export.
  3. Generate the file.
  4. Wait for the status of the grid line for your selection to show Completed.
  5. Open the Consultation screen (  ).
  6. Download your file (  ).

You now have an Excel file ready for import in Sage Despachos.

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