The results grid displays a list of batches matching your search query. You can Export this list to one of the following file formats:
- Word (.doc)
- Excel (.xls)
- .csv
- .xml
The exported file only includes a list of the transactions and the information available in the Batches page search results. The exported file does not include the transaction’s details, for example, individual lines that comprise the transaction.
Note: If you are using a custom batch detail query that includes General Ledger account details in the exported file, you may need to take additional steps to view the data in Excel. For more information, see Viewing General Ledger data in Excel.
You can export a list of transactions in each batch from the Batch window. Do the following:
- Go to Finance > Batches.
- Search for the batch, then select the Batch Number.
- Click Export. The following details are included in the export:
- Transaction Number
- Bill To ID
- Customer
- Category
- Transaction Date
- Payment Method
- Description
- Summary Amount