Export a Disbursements List (Draft)

To export a list of all the disbursements on the 'Disbursements' tab of the Company level Payments tool.

To export a list of all the disbursements created in the data table on the 'Disbursements' tab of the Company level Payments tool.

• Required User Permissions:

  • 'Payments Disburser' on the Company level Payments tool

• Supported File Formats:

  • CSV

  • PDF

• Add Payments Disbursers

• Create Disbursements

1. Navigate to the Company level Payments tool.

2. Click the Disbursements tab.

3. 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 is reflected in the exported file.