Export Line Item History

You can export the line item history of a payment application record to a CSV or Microsoft Excel file.

To export payment application line item history information

  1. Open a payment application record from the log. Be sure the record is in view mode.
  2. Click the Line Item History button.

    The Line Item History window opens.

    Note: This option is also available in Classic view, labeled Line Item History Classic.

  3. Click the Print button and choose how to export (Print, Export To CSV, or Export To Excel).

    Depending on your browser, the file may download automatically to your computer or prompt you to choose a location to save the file.

    Notes:

    • For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
    • If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).
  4. Click Save and specify the file name and location to which to save a copy of the CSV or Excel file.

Last Published Sunday, July 20, 2025