How Do I Export Client Statements Into CSV?

How Do I Export Client Statements Into CSV?

Did you know that you can now export client statement data directly into a CSV format? This feature allows you to select a specific period or a particular client's statement, and with a simple click on "Export All To CSV", the content will be downloaded into a CSV file.

This CSV export is incredibly useful for further analysis, reconciliation, and for manipulating the data to gain valuable insights into your business. Whether you need to review specific transactions or generate reports, this feature simplifies the process.

To export client statements, simply go to Finance > Dashboard > Export All To CSV.



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