Skip to main content

Exporting an inventory (Estates)

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

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:

Attachment icon
Did this answer your question?