Add Template

To edit an Xporter template, click the Edit Template option from the Template Tasks navigation menu. 

 The Xporter Template Editor window will open: 

 From here, you can enter the following: 

• Name - name of the template 
• Save As  
• Add time stamp to file name - check this box if you want to automatically add the time stamp to the file name when generating the exported file. 
• Data Type - choose from the dropdown either Expense or User. 
• Include Header – check this box if you wish to add the header row in your exported file. This will include the field headers for all your columns. 

 Click OK to save it. 

Watch the video below about Adding a Template.