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Exporting Bills in Excel Format Play Video

To export bill(s) to an Excel file:

  1. Select the schedule to be exported
  2. Choose appropriate options
  3. Excel file can be opened automatically if required (tick box option)

You may want to adjust font attributes, page margins etc. in Excel in order to reformat the bills to be as they were in Fast Estimate, or customise for presentation to others.

Notes

  1. Fast Estimate bill formatting is not applied to the Excel file. If you want to supply a fully formatted bill, create a PDF document
  2. Item Build ups are not transferred
  3. Collection pages are not included
  4. Page ID's may be flagged as dates by Excel due to their format (no effect on data since kept as General format but may be flagged)
  5. Some e-mail clients may not allow auto attachment
  6. Due to format changes, page numbers may become incorrect for some items