Exporting the Account Statement
- Click on “Finance” from the main menu.
- Click on “Treasuries & Bank Accounts”.
- Choose the bank account you wish to match its transactions.
- Click on “Bank Statement” within the bank account options.
- Click on the checkbox to the left of the transaction you want to export.
- Click on the floating “Export” button at the bottom of the screen.
- Select the data you want to export from the bank statement.
- Click on the “Export” button at the top right of the screen.