Export payment applications or enrollment deposits

The Payment applications export is a reporting feature enabling Billing clerks to compile all transpired payment applications or enrollment deposits into a .csv file based on date range and specific fee types.

Access the new Payment applications export by logging into Billing management, hovering over Reporting in the navigation, and selecting Payment applications export.

To export payment applications or enrollment deposits:

1. Select either Payments to export payment applications or Enrollment Deposits to export enrollment deposit payments.

2. Select the calendar for the From field and enter the beginning transaction date.

3. Select the calendar for the To field and enter the ending transaction date.

   Payment applications with transaction dates that occur within this date range are retrieved in the export.

4. Select the Specific Fees fields and either enter in the fee names or select Show all # and choose from the available options.

   Note: This option is not available when exporting Enrollment Deposits.

5. Select Export.

Upon selecting Export, a .csv file is generated with all payment applications matching the selected Specific Fees with transaction dates within the From and To date range or all enrollment deposit payments matching the From and To date range, based on the export type selection.