Systems 3000 Trial Balance Report Data Export Instructions

Learn how to export Trial Balance data from Systems 3000 to support the data onboarding process.

1. Select GL (located in the top menu bar) and select Balance Sheet.
2. On the Balance Sheet pop-up menu, choose the funds you would like to include on your Trial Balance Report.
3. Then, on the Balance Sheet pop-up menu, in the “Report Destination” drop-down list, select  Export.
4. Finally, in the pop-up window, select Microsoft Excel (XLS) from the Output File Type section.