The ETI History export allows you to extract all ETI history screen information to Excel. You'll be able to sort and filter the data to reconcile your ETI values.

1. Access your South African company from the Company Listing screen.
2. From the Main Menu, go to Interfaces, then select Export Data.
3. Choose ETI History.
4. Select the Export Year.
   • The export year refers to a calendar year, and not a tax year
   • the export only allows one year at a time
5. Browse to select the folder to save the Excel file.
6. Enter the filename.
   • Include the .CSV file extension after the name
7. Select the range of employees.
8. Choose employees status to include in the export.
9. Enter the sorting sequence (up to two levels). 
10. Click Export to generate the file.
    • You’ll receive a message 'File successfully created'
    • This includes the number of employee records exported
11. Click Yes to save the file in Excel format.

     

12. When Excel opens, browse to the location where you've save the file.
13. Click the .CSV file in the folder and click Select.

The employee data merges with the Excel template, and allows you to sort and filter the ETI information.