Step-by-step guide
- The information can be accessed by clicking Manager - Business. The Transaction CSV Export will allow the export of all your transaction details. The CSV Export will allow you to choose a date range to export all transactional detail from that period. Please note the information will be exported during the night, and be available the next morning
- Once exported, the data can then be used to import into the Accountancy/CRM package of your choice, a new software and also used to create custom reports (with the assistance of your Developer/IT professional).
Please note, because of the sensitive nature of the data being exported, we would recommend you limit access to the Business section of the software!