UCS User Guide – Exporting to UCS

1. Only RO’s that have a Date Out can be exported.  Press the Accounting button at the top of Rome to open the UCS Export screen
2. Enter a date range, RO’s that have a Date Out in will be displayed.
3. Put in an export path.  This is where the export file will be saved.
4. The only field you must fill out is the Income Account field.  This is the A/R account the total of the RO will go over to.  The other fields are optional but may be needed for your organization.
5. Check the box to print out an export log and put the A/R Account number and name in the fields so it prints out on the log.
6. Hit OK and Rome will create a text file in the above path.