KB0131 – Saving Centaman Term Billing to Spreadsheet

 

1. Click on Centaman

2. Click on “Custom Reports”

3. Log in with your credentials

4. Click on “Billing Export”

5. Click on “Data Source”

6. Select where you want to save the file to. Eg – Desktop ( somewhere you can remember ). Then click on “Save as type” and change it to “dbase Database files”

7. Name the file with the corresponding term and year and then click on “Save”

8. Select the dates when manual payments were processed into Centaman.

You should get a message saying the file was created successfully.See below.

9. Open Excel

 

10. Click on “File” then “Open”

11. Go to where the Centaman file was saved – eg Desktop. Then select “All Files” as shown below.

 

11. Search through the files and find the one you named previously. Click “Open”

12. ┬áBefore the next step, check to make sure the file now opened looks correct. If so, proceed by clicking “File” then “Save As”

13. Click on a location you would like the filed saved. Eg Desktop.
Then Click on “Save as type” and select “Excel 97-2003 Workbook”. Click “Save”