Printing or Exporting your Payee list

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If you are needing a list of payees and their record information, you can print or export directly from the Payees view.

You can click "Show/Hide Archived" to show or hide payees that have been marked as archived in the visible list.

To generate a payee payment report,

  1. Click on the gear icon to open your Settings view.
  2. Scroll down the navigation menu on the left and select “Payees” under the Ledger section.
  3. To the right of the page, click to either "Print" from your internet browser or "Export" to a CSV file.

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