Export Revenue Schedules

Steps: 

1. Navigate to Menu > Finance > Revenue Schedules.

2. Click the checkbox next to each Schedule you want to export. 

3. Click Export Selected from the Actions Column appearing above the Revenue Schedule IDs. 

Note: The recommended limit is 20,000 records. When exporting more than the recommended limit, use the Process Offline setting in the Export popup. 

4. Select Export options. 

Filters:

• • All Revenue Schedules: Export all records.
  • Current Search: Export data based on selected search criteria.
• Export Format: Select XLSX or CSV format.
• Process Offline: When selected, provide an email address to send the export to. 
• Export Revenue Schedules Details for Each Period: Click this checkbox to include Revenue Schedule details. 

5. Click Export when finished. The Export will start and ask you to select a download location for the export file. 

6. Select the location and click Save.