Viewing, Printing, or Exporting the Payment Schedule

The Lease BP creates the Regular Payment Schedule and the Straight Line Schedule, which lets you view your future lease payments.

The lease payment schedule is generated automatically after you add or change a line item for the Lease BP. The schedule is time stamped, and is overwritten each time you add or modify a line item. If the record is in View mode, you can view the schedule. You can capture a particular schedule by exporting it to a PDF file.

To view or export a payment schedule:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Logs, and then select the applicable sub-node, such as Leases.
  3. From the Leases log, open the applicable Lease BP record.
  4. From the More Actions menu, select Payment Schedules, and choose Regular or Straight Line.

    The payment schedule shows currency amounts to two decimal places (for example, $3120.33).

    The Regular Payment Schedule lists the lease payments as calculated using Frequency, Start Date, and End Date.

    The Straight Line Payment Schedule lists the lease payments averaged over all of the line items of the payment terms for the lease over the life of the lease. You can specify which line items that you want to include in the Straight Line Schedule by selecting the Straight Line radio button on the detail form of each line item to Yes for each item you want listed in the schedule.

  5. To print or export the schedule rows or selected rows, select Print , and complete one of the following:
    • To save the file in PDF format, select Print.
    • To export the file, select Export TO CSV or Export To Excel.

Last Published Friday, October 17, 2025