Export a Disbursement (Draft)

To export individual disbursements from the Company level Payments tool.

Payments Admins and Payments Disbursers can create a CSV or PDF file of an individual disbursement to download.

• Required User Permissions

• Supported File Formats:

  • CSV

  • PDF

• Add Payments Disbursers

• Create Disbursements

1. Navigate to the Company level Payments tool.

2. Click the Disbursements tab.

3. In the table, locate the disbursement to export.

4. Click the Disbursement No. link to open it.

5. In the disbursement, click the Export button and choose one (1) of these options from the drop-down menu:

   • CSV. Downloads a CSV copy of the table data to your web browser's download location.

   • PDF. Generates a PDF copy of the table data and opens the exported file in a new browser window.

      Notes

     • The system generates an export file that includes the table contents and opens it in a separate browser window.

     • Any grouping, filtering, and search filters applied to the table data are reflected in the exported file.