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. Click Financial > Cashflow from the menu on the left of your portal.
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.