Today want to share with you simple trick. Starting from version 5.2 Acumatica does not export notes to the excel file from the grid by default. This was done for performance optimizations.
So if you go to Journal Transactions and export data, you will see something like this:
But fortunately it can be easily changed by using Acumatica customization engine.
Just click Customization->Inspect element and then click on the grid, than click customize.
Customize button will open additional window where you can specify some configurations for the grid and other elements. We need just one – Export Notes. Set property to “True” and than you can publish customization project.
If you check export one again, you will find additional column with notes.
Have a fast export!
4 Replies to “Export notes to excel from the grid”
With the most recent versions of Acumatica taking the customizations and baking them into the app, would you happen to know a way to turn on the notes exporting at this point?
Great tip. Thanks!
How about importing Notes to the same grid?
I think for import notes, the easiest way will be to use import scenarios to import notes.