One tool. Backup, extract or migrate.
A single Windows program that reads your Exchequer companies and writes every record you choose to CSV or JSON. Originally built as a reseller support tool, it's now a lifeline for Exchequer users.
What it extracts
Tick what you need, or select all. Every company on your Exchequer is covered by one licence.
Transactions
- All transaction types, as header and line files
- Filter by period and year, or by created date
- Links, notes and matching details (JSON)
Customers and suppliers
- Full account records and balances
- Contacts
- Prices, discounts and quantity breaks
- Links and notes (JSON)
Stock and jobs
- Stock items and bills of materials
- Serial and batch data
- Quantity breaks and multi-buy
- Jobs, with links and notes (JSON)
Open items and balances
- Sales ledger open items
- Purchase ledger open items
- Stock item and location balances
Set-up and lookups
- System settings and G/L accounts
- Cost centres, departments, locations
- VAT rates, currencies, employees
- Analysis codes
Want to see real output? Get the sample pack from the Exchequer demo company.
CSV or JSON?
Most people start with CSV. You can run the tool again for a JSON copy at any time.
| CSV | JSON | |
|---|---|---|
| Best for | Opening in Excel, checking data, loading masters and open items into a new system | A complete backup, and new systems that can import a full archive, such as iplicit |
| Structure | One flat file per record type, headers and lines in separate files | Nested records that keep lines, links and notes together |
| Links and notes | Not included | Included |
| Opens in | Excel or any spreadsheet | A JSON viewer, or your new system's import |
Works with your Exchequer
- Exchequer v7 (around 2012) onwards
- Pervasive (C/S or WGE) and MS-SQL Server editions
- Multi-company (MCM) set-ups: include or exclude any company
- Hosted Exchequer over RDP or Citrix
- Runs on a Windows PC already set up to use Exchequer
You stay in control
- Files are saved to a folder you choose, with a sub-folder per company
- Split large files by setting the records per file (1,000 works well)
- Filter transactions by period to extract only what you need
- Run several copies at once to speed up very large extracts
- Extracts can include sensitive data, so agree the folder with your IT team
Questions we're often asked
How long does an extract take?
Master files and open items usually take minutes. Transaction history takes longest. Ten or more years of history can run overnight or over a weekend. Use the period filter to extract only the years you need, and try the demo to get a feel for timings.
Can we run it whenever we like?
Yes. A full licence has no limits. Run full or partial extracts as often as you need. It was designed as a backup tool, so regular runs are expected.
Our Exchequer is hosted. Is that a problem?
No. Hosted Exchequer is still Exchequer. On a locked-down remote desktop you may need IT help to copy the program on and to bring the extracted files back, for example via SharePoint, Teams or Google Drive.
Do you extract the files that our "links" point to?
The tool extracts the link details (the path or web address) in JSON. It doesn't copy the files themselves, which usually sit in a folder you can copy separately. For complex set-ups we have bespoke routines that fetch the linked files too. Ask us about it.
We use V1 (VersionOne) document storage. Can you help?
Exchequer doesn't hold V1 documents in its own data. We have a separate bespoke process that uses V1's standard tools to find and retrieve them. Get in touch to talk it through.
We got an "Out of Memory" error on a big extract.
This comes from Exchequer itself on very large datasets. Split the extract into a few period ranges (say years 1–4, 5–8 and 9–12) and run them side by side.
Can the data go straight into our new system?
In theory, yes. In practice most new systems load master files, open items and opening balances rather than full history. Some, such as iplicit, can import the full JSON extract into an accounts archive area. Keep the full extract as your record of the past.