AutoCount GridToExcel Setup Guide
Understanding GridToExcel Plugin
AutoCount GridToExcel Plugin streamlines financial reporting by enabling direct, one-click export of Debtor Aging reports into formatted Microsoft Excel spreadsheets. Users can export comprehensive debtor aging data based on selected report dates and filter criteria, preserve account details, document dates, and aging period intervals, automatically name and format generated workbooks, and protect sensitive financial exports through standard AutoCount permissions and role-based access control.
Benefits of Using the GridToExcel Plugin
Exports Debtor Aging directly to Microsoft Excel with one click
Preserves full aging buckets, intervals, and sorting criteria
Automates structured workbook naming with date and company details
Maintains row-level transaction and debtor audit information
Enforces standard AutoCount export permissions and access control
How AutoCount GridToExcel Plugin Works
A. Access Rights
GridToExcel uses AutoCount’s Debtor Aging export permission before it allows an Excel export. Theplugin also registers a Show License Status access right under its SL Plug-In access-right group.
1. Open General Maintenance > Access Right Maintenance.
2. Select the required user or user group.
3. Make sure the user is allowed to export the Debtor Aging report. If this permission is not available, theplugin stops the Excel export.
4. If the user needs to open the plugin license screen, enable SL Plug-In > GridExportToExcel Plug-In>Show License Status.
5. Save the access-right changes.
B. Export Debtor Aging to Excel
GridToExcel adds an Export to Excel button to the standard Debtor Aging Report. The exportedfileiscreated from the Debtor Aging data for the selected report date and criteria.
1. Open the standard Debtor Aging Report in AutoCount.
2. Set the required report date and Debtor Aging criteria.
3. Click Export to Excel. If the inquiry result has not been loaded yet, the plugin first runs the normal
Debtor Aging inquiry.
4. When “Where do you want to save the Debtor Aging file?” appears, select the folder and file name.
5. Click Save. The plugin saves the file in .xls format. The default file name starts with “Debtor Agingfor”and includes the company name and report date.
C. Review the Exported Excel File
After the export is completed, AutoCount shows “Debtor Aging file has saved successfully. Do youwant toopen it?”. Choose whether to open the saved workbook immediately.
1. Click Yes to open the Excel file, or No to remain in AutoCount.
2. Review the company name, DEBTORS AGING title and report date at the top of the worksheet.
3. Review the debtor and document details. The export includes account and company details, document
information, total and aging values, and additional debtor information used by the report.
4. The exported rows follow the Debtor Aging report data and its selected debtor and detail sorting.
Frequently Asked Questions
What does the GridToExcel Plugin do?
It adds a direct export function to AutoCount’s standard Debtor Aging Report, enabling users to export complete debtor aging data into Microsoft Excel spreadsheets with a single click.
Why should I use the GridToExcel Plugin?
It eliminates manual copy-pasting, retains complete aging breakdown columns and debtor details, and formats spreadsheets automatically for faster financial reporting and analysis.
How do I export Debtor Aging reports to Excel?
Open A/R > Debtor Aging Report, specify your report date and filtering criteria, and click the Export to Excel button in the top menu bar.
What details are included in the exported Excel spreadsheet?
The exported workbook includes the company name, report date, debtor account codes, debtor company names, agents, document numbers, due dates, total balances, and aging interval periods.
How does the plugin format and save the exported file?
It saves the file as an Excel .xls workbook with a default filename containing “Debtor Aging for”, your company name, and the report date, followed by a prompt asking if you want to open the file immediately.
What access rights are required to use the export feature?
Users must have standard AutoCount Debtor Aging export permissions granted under General Maintenance > Access Right Maintenance; access to the plugin license view is managed under SL Plug-In > GridExportToExcel Plug-In.
Start Exporting Your Debtor Aging to Excel Today!
This plugin enables us to export complete Debtor Aging reports directly to Excel with a single click, eliminating manual copying while preserving detailed aging buckets and sort orders. We can efficiently standardize financial workbook archives with automated naming conventions, streamline receivables auditing, and protect data integrity through native AutoCount access control.