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Exporting an inventory (Estates)

How to export an excel file of all inventory items added to Estateably.

Alexander Wulkan avatar
Written by Alexander Wulkan
Updated over 2 weeks ago

To export an excel file of all inventory, please take the following steps:

  1. Within your file, access the Inventory module from the left-hand side menu.

  2. Click "Reports" in the top-right corner.

  3. Select the "Export Inventory" option.

The report will automatically download to your device.

The Excel will have a sheet for general inventory, as well as separate sheets for holdings within each bank account.

Please see an example Inventory download here:

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