When exporting CSVs from All Payments on your Financials module, the File includes information from the Information tab of the expanded File view. This means you can filter and analyze data more effectively. For example, you can filter the detailed CSV by travel region, countries, or ATOL/ABTA.

Step-By-Step Instructions

Export All Payments

1. Navigate to the Financials tab.
2. Select the All Payments tab.
3. Click More Options.
4. Choose Export CSV from the dropdown.
5. Choose an export option:
6. 1. Export regular CSV
   2. Export for QuickBooks
   3. Export for Xero
7. Click Export CSV.
8. 1. You will receive an email when the export is complete.
      

Export Selected Payments

1. Select the payments you want to export by clicking the checkbox next to each File name.
2. On the black bulk actions menu at the bottom of the screen, click Export.
3. 1. From this menu you can also Add Tags to the selected Files.
   2. Or, if needed, unselect Files by clicking the X next to the number of Files selected.
4. Choose an export option:
5. 1. Export regular CSV
   2. Export for QuickBooks
   3. Export for Xero
6. Click Export CSV.
7. 1. You will receive an email when the export is complete.

The Regular CSV option includes the following columns:

• Due Date
• Created On
• Payment Date
• Currency
• Amount
• Invoice Number
• Type of Payment
• File Name
• File ID
• Payment Tags
• Travel Start Date
• Travel End Date
• Description
• Reference ID
• Name
• Email
• Customer ID
• Payment Method
• Payment Processor
• Payout Date
• Status
• Card Last 4 Digits
• Processing Fees
• Net Amount
• Source
• Trip Type
• Channel
• Sales Consultant
• Partner/Agent
• Travelers
• Trip Leader
• Travel Region
• Countries
• ABTA/ATOL
• File Tags

Keywords: CSV export, export by date, all payments, detailed CSV, CSV columns