Operations AR - Export Accounts Receivable Data (Search Screen)

1. Navigate to "AR / AP"

   To export data from the Accounts Receivable search screen, navigate to the "AR / AP" section in the operations portal.

   

2. Click "Accounts Receivable"

   Then, click "Accounts Receivable". In order to access "Accounts Receivable", you will need to be set up either as an "administrator" or a "superuser", or accountant or have the following roles: "paymentEdit and paymentView".

   

3. Click "Show/Hide Columns" icon

   You will want to select any needed columns before you export data. To do this, click the "Show/Hide Columns" icon.

   

4. Select columns

   Then, select the columns you would like to export, or deselect columns that you do not want to export.

   

5. Click "Export csv"

   Click the "Export csv" icon.

   

6. Rename the file if needed

   If you would like to rename the file, click into the field and type to rename.

   

7. Click "Save"

   Now, click the "Save" button to export the data, and the file will be saved to your computer.