Another Tip Tuesday has come and we are excited to share this weeks video with you. We have been getting lots of calls lately asking us "How do i get my depreciation schedule from CMI Fixed Assets out to an Excel spreadsheet?". While we don't have an automated export of our reports to Excel, we do have a simple process which will allow you to export any report that we have in CMI and input it into any spreadsheet program.
This weeks video addresses the process of running a report to your screen, which also saves it to the clipboard, then editing that report in Excel. Next week we will be walking you through the process of doing a direct export to Excel from our Export Selected Assets tool. These two tool give you an expanded amount of flexibility to manipulate the data or to send to an outside source for review.
We would like to remind you that if you have any ideas or suggestions for future Tip Tuesday video's, let us know. We will be glad to do a training video specifically on what you want to see. Make it simple or make it hard. Give us a call at 800-678-3658 and let us know. We would love to hear from you!
Exporting Reports from CMI to an Excel Spreadsheet
Welcome to another Tip Tuesday. Todays video clip will be on a commonly asked question: How do I copy my company files from one computer to another? These steps can be used in many different scenarios, but the basics will normally be the same.
CMI has the tools built in to automatically copy your company files from one location or directory to a new directory, whether on your local drive, to the network or to a jump drive for transfer to a clients computer. In any case, this can be accomplished quickly and easily.
We hope this provides more help to you in using CMI Fixed Assets!
Copying Company Files
Welcome to our inaugural episode of Tip Tuesday!
Every Tuesday, we will be posting a new video for you to review with new ideas, tips and hints on how to more effectively use CMI Fixed Assets.
Our first video kickoff is on Like-Kind Exchanges, a very common question we recieve here at CMI.
We hope you enjoy!
Like-Kind Exchange Video Clip