Overview
Download your payments list as CSV for accounting, reconciliation, or analysis.
Steps
Navigate to Finance > Payments.
Apply any filters to narrow down the data.
Click Export.
Open the downloaded CSV in Excel or your accounting system.
Tips
Export at month-end to reconcile with bank statements.
Include the Transaction ID column when sending to your accountant.
Troubleshooting & FAQs
Q: Export button is disabled.
A: You need at least one visible row; clear filters that exclude all data.
Q: CSV missing columns.
A: Scroll horizontally in the table before exporting to reveal hidden fields.