Follow these steps to export customer or supplier transactions from Dimensions to Excel.
Click Debtors > Customers (ribbon menu) or Sales Ledger > Records > Customers (classic/module menu); or Creditors > Suppliers (ribbon menu) or Purchase Ledger > Records > Suppliers (classic/module menu).
Search for or click the relevant Customer or Supplier account.
Click the Transactions button.
Use the enquiry screen to set the relevant filter options.
Once the list is filtered to what you need, click the Output to Excel button at the top of the enquiry window.