Export a list view to Excel

Excel export is available in every list view: Approval, Quarantine, Received, Delivery errors, Archive, and Nordpay.

Where: Any list view → action menu

1. (Optional) Tick specific rows to limit the export to those documents or payments.
2. Open the action menu (three-dot button).
3. Click Export to Excel.
4. The browser downloads an .xlsx file.

If you do not tick any rows, the export includes everything currently visible — active filters narrow the export the same way they narrow the list.

What is in the workbook?

The workbook contains multiple sheets. The Header sheet has one row per document with supplier, document number, dates, totals, currency, and document type. The Lines sheet has one row per accounting line with amounts, account, VAT code, and all dimensions. The Delivery sheet (Archive only) shows what was posted to Business Central: posting reference, posting date, and status.

Related: Export Archive by date range · Download Archive documents as a PDF zip