Payments - Exports


The Exports tab under Payments is where to look for the payment data being sent from Aptexx to your accounting software.

When searching for an export, there are several filters that can help you find what you need. Clicking on the reference number for an export will allow you to view its details.


Type- This dropdown box will allow you to view only the exports containing the type of data you are looking for. Transaction types such as Payment, Void, Decline, Refund, Reversal, and Settlement are here, as well as data from other Aptexx products, such as Maintenance, Screening, and Prospects.

Ref # - If you know the Aptexx reference number of the export you're wanting to view, just enter it here to be taken directly to that export.

Export Status - Use the Success/Fail/All filters to choose the status types of exports you wish to view.

Property Status - The Active/Inactive/All filter allows you to choose whether or not you want to view exports from only your currently active properties, from only inactive properties, or from all properties regardless of status.

Created On Time Filter - Allows you to select the dates you wish to view. Use the Custom filter to select any range of dates, or use the Month, Quarter, or Year filters to view all exports created on those dates.

Total Amount - Filter by the dollar amount of the entire export, including sub-filters such as Greater Than, Less Than, or Equal To.


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