Export payment records for review
Choose the correct payment view or report and verify the downloaded scope.
On this page
Decide whether you need charges, paid activity, deposits or a rent roll, and choose the relevant period and rental.
Choose the record type
Open Payments and inspect the appropriate view. A bank deposit can combine charges and differ from a single rent payment.
- Filter by status
- Choose the lease
Set the filters
Choose the lease, rental, status and dates supported by that view. Check the displayed rows before using an offered export.
Use a report when needed
For occupancy and balances use Rent roll. For booked financial activity use the relevant Accounting report and its Download menu.
Inspect the downloaded file
Open the file and check columns, dates and totals. A separate export may not inherit the exact on-screen filters.
Check the result
- The export contains the intended record type and period.
FAQs
Why does the deposit total differ from paid rent?
Deposits can group charges and include fees or timing differences. Review the underlying payment and money-flow details.
Does downloading confirm that funds settled?
No. Use the actual payment and payout status. A download copies recorded information; it does not move or settle funds.