September 9, 2022

It is now possible to select Company ID# and/or Contact ID# when exporting payment data from the Finance module. Previously you could filter by these fields when conducting a search, but were not able to export these fields. Simply select either one of these fields when selecting the data you desire for export.


Select the Payments option from the Finance module:

Finance Module


To export data, select the Export option as shown here:


All Payments



In the following lightbox, you can elect to select Company ID, and Contact ID along with your other desired fields.