Import/Export

Export Prepaid Expense schedule data when you need offline review or workbook backup, resulting in an .xlsx report for the selected term date.

Import existing prepaid schedules from Reporting when legacy schedules need to move into Truewind, resulting in imported schedules that appear in the current prepaid workflow.

Import Prepaid Expense schedules from a workpaper when schedule data already exists in a spreadsheet, resulting in mapped schedules ready for review and posting.