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Part 5 - Others
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Exporting receipts
To export receipt-related data for creating records of received payments and financial transactions.
Action Steps:
Navigate to Receipts:
Go to "Operations" and then "Receipts."
Access Export Options:
Click on the large gear icon next to "Add New Receipt."
Adjust Filters:
Use the dropdown menu and date range to specify the receipts you want to export.
Select Columns:
Choose the columns needed for the export data.
Export Data:
View Data:
Click on ‘View’ to see the data in a browser window.
PDF Export:
Click on "Get Statement" to download the report as a PDF.
Excel Export:
Click on "Export" to download the data as an Excel file.
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