Export

With Payrexx, it is possible to export transactions into CSV or Excel files. A variety of filtering options are available.

To export transactions, navigate to Payments > Transactions and click on "Export".

Exporting transactions from Payrexx into a CSV or Excel file.

Capturing And Utilizing Export Profiles

In the next step, select the desired export profile. An export profile defines which information should be exported and arranged in columns in the CSV or Excel file.

1. All columns: If you choose the "All columns" profile, all available information about the transactions will be exported.

2. Add profile: If you click on "Add profile", you can choose which information to export. You can save these settings in a specific profile to easily reuse them for future exports.

3. You can find your existing, self-created profiles in the list. To export according to the definitions from a specific profile, simply click on the respective profile

Configuration options for a transaction export from Payrexx

Custom Exports Thanks to Filtering Function

During an export, the transactions that are visible on the screen are exported. By default, this includes all transactions.

To limit the export to specific transactions, Payrexx offers various filters that you can display by clicking on :

Setting filters to prepare for transaction export from Payrexx

Once you have set the filters, click the green "Apply filter" button to update the transaction list accordingly.