Exporting your Cashflow transactions and attached documents is quick and easy. If you'd like to download your transactions as a CSV file, along with any documents saved to them, simply follow the steps below.
1. From the Dashboard, click 'Cashflow'.
2. Once in the Cashflow area, ensure you use the filters to narrow down your
transactions (if necessary)
Hint: Use the 'Custom filter' to access further filtering options.
3. Once your filters have been applied, click Tools>Export with docs.
4. Your portal will download a ZIP file to your device, which contains a CSV file of transactions along with any documents attached to those transactions.