GFA Export

The Export function allows you to export assessment information to a file from the GFA Tracking module. The following assessment information will be exported: State, Date Assessment Made, Date Assessment Paid, Description, Type, and Class A/B/C Assessment amounts, checkbox selection, and the amortized portion of the GTS schedule. The Export function allows you to export assessment information to a file from the GFA Tracking module. The following assessment information will be exported: State, Date Assessment Made, Date Assessment Paid, Description, Type, and Class A/B/C Assessment amounts and checkbox selection. The GTS export includes the amortized portion of the GTS schedule as well.

You have the ability to export only those assessments that meet certain criteria and/or for selected jurisdictions. The criteria can be set from the Option menu located on the Export window. You can choose to export assessments within a set date range, that have a specific description, that have certain assessment/credit balances, or of a specific type(s).

A company selection option has been added to the GFA Tracking System Export. You may now export all companies and all states from the GTS export function as well. ^!NEW

If multiple companies are selected, or a company is selected that is not the current company, the first column of the export file will be the company name or abbreviation.

1. Open the GTS module for the company you wish to export information.
2. Go to the File Menu, select GTS, then select Export, and then select ASCII.
3. Click Browse and enter a filename for the export file and click Save.
4. Click on the Option button. Enter and/or select the appropriate criteria for the Export Range, Description, Amounts, and Types. You can also choose to export the column headers by checking the corresponding box.
5. Click OK.

6. Select the jurisdictions for which you wish to export assessment information.
7. Click Export.