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