Export the Revenue Method List

Export and review this report to make sure that your database has the revenue methods and calculations that you need.

This report shows all of the standard methods and all of the user-defined methods.

To export the Revenue Method List report:

  1. In the Navigation pane, select Settings > Accounting > User Defined Revenue.
  2. On the Revenue Methods grid action bar, click .
  3. On the Export as CSV dialog box, click Export All.
    Vantagepoint exports the Revenue Method List as a comma-separated values (.csv) file, in which you can check each revenue method, description, and calculation formula.