Overview
Note
To be able to export payments, the minimum requirements are the "Access billing information" global permission.
The Payments tab in the project financials module comes with export to CSV (Excel) functionality. It is available separately for scheduled and received payments.
Procedure
To export payments:
- Access the financial module of a project.
- Open the Payments tab.
- To export scheduled payments, go to Scheduled tab. To export received payments, go to Received tab.
- Click Export to CSV above the grid and on the right.
- A CSV file will be automatically generated and downloaded to the default downloads folder of your browser.