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Question for the PM's Owner Trust Ledger - Export to CSV?

Discussion in 'Property Management' started by neK, 7th Oct, 2015.

  1. neK

    neK Well-Known Member

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    Location:
    Sydney
    Each year I get my PM to email me a copy of the owner ledger in PDF.
    From that I use a PDF conversion software to extract it into PDF.

    I'm wondering, does this software have a export to Excel or CSV option?

    If so, would someone be kind enough provide some instructions on how to do it, so I can pass this onto my PM's assistant. Last time i asked for a PDF the printed and scanned it.

    My PM uses the REST Professional Software System - Rocket Technology Pty Ltd.

    Thanks!
     
  2. D.T.

    D.T. Adelaide Property Manager Business Member

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    Location:
    Adelaide, SA
    I don't use Rest myself but I'll ask my colleagues for you.
     
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  3. neK

    neK Well-Known Member

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    Thanks DT
     
  4. D.T.

    D.T. Adelaide Property Manager Business Member

    Joined:
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    Posts:
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    Location:
    Adelaide, SA
    Heres what they replied, hope it helps.

    To get the data into excel go to Reports>Owner>Income & Expenditure Reports>Yearly Summary Export. Select the records/s that you wish to export as well as the time frame & click Export.