Review and export list of payments

The Payments page (1) provides and overview of payments, including received amount and allocated amount.

It's important to allocate all received amounts to a project to prevent errors, as shown in entry 2 where $2,000 is unallocated.

To export payments in .csv format (with necessary permissions), use the "Actions" dropdown and select either "Export" or "Export Allocations":

• Export provides a .csv file with one payment record per row.

• Export Allocations  provides a .csv file with one proposal item allocation per row. These allocations can be found on each payment page under the allocated invoices and only those with allocated amounts will be exported to the .csv file. In the example below, the two proposal items will be exported.

  

Select a start and end date to only export payments and/or payment allocations made during that period. The exported .csv file will be saved in your "downloads" folder.

If you don't see the Actions or the Export option, contact your company Kompass administrator.