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Download a Transfer's Details

You can download a specific transfer's details as a PDF.

  1. From the left navigation menu, select ellipsis-v-solid.svg [Menu] → Finance.

  2. Select Transfers.

    • While on the Transfers screen, search or filter for a specific transfer.

  3. Hover over the table row for that transfer, then, at the right end of the row, select ellipsis-h-solid__1_.svg [More] → View.

  4. At the bottom of your screen, near the left navigation menu, select Download PDF.


Download multiple transfers' details

You can also download a CSV of multiple transfers.

  1. While on the Transfers screen, filter for specific transfers.

    • The filters you choose will determine which and how many PFTs will be included in your CSV file.

  2. Select download-solid.svg [Download], located near the top-right corner of the table. A CSV file with all the present rows of PFTs will begin downloading.


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