How to export a list of payments

Modified on Wed, 4 Oct, 2023 at 2:29 PM

There may be times that you want to export a list of payments.

Step 1: Set up a view with the payments that you want to export

Go to the Grant Application Manager and then the Activities tab.
Either select one of the pre-configured list views OR
Select the Default list view and select the Payment type and the status you want to export.

Using the advanced search you can also restrict the results by the payment date. Here are a couple of examples.

Export the payment details

Select the Export icon and the list will be exported to an Excel file.
If you also want to download the invoices or receipts, select the Download files icon.
Select the fields that you want to download and then Download