Step 1.

Log in to Document Viewer using your NETID and password.

Click "Submit".

Step 2.

Click once on the "plus sign" (+) next to the report titled "A17MNTHY-4 EXPANDED ACCT LEDGERS". This report is the Ledger accounts.

This will expand the tree view on the left side of the split screen of the browser and show all the dates for which the Ledgers have been created.

Step 3.

Click once on the "plus sign" (+) next to the date of the Ledger that you want to download.

This will expand the tree view on the left side of the split screen of the browser and show all the mail codes for the Ledger date selected.

Step 4.

Click once on the date of the Ledger that you want to download.

Click on the "Quick Open" icon above the right side of the split screen of the browser.

This icon looks like a folder with a lightning bolt on the right.

This will display the first page of the Ledger report on the right side of the split screen of the browser.

Step 5.

Click on the "DownLoad" icon above the right side of the split screen of the browser.

This icon looks like a sheet of paper with a blue arrow pointing to the right.

Step 6.

Make sure you select the following options:

• Pages: ALL
• Download as: Text
• File Extension: TXT

Click on the "DownLoad" icon on the top right side of the window.

This icon looks like a sheet of paper with a blue arrow pointing to the right.

The download will begin.

Step 7.

Click "Save".

Step 8.

Select the drive and folder where the downloaded Ledger file is to be saved.

Enter the name of the downloaded Ledger file. Remember to give each file a unique name, for example:

• YYMMled.txt for the Ledger accounts
• YYMMtrn.txt for the Ledger transactions
• where YY is the year and MM is the month.

Click "Save".

Step 9.

Continue at Step 2 with the report titled "A17MNTHY-5 EXPANDED ACCT TRANS". This report is the Ledger transactions.

Repeat steps 2 through 8.

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