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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.