Export the transactions record, invoices, and account statements

To export the transactions record, go to the "Transactions" tab on the left-side panel.

Once there, press the "Filter results” button.


Any of the extra reporting fields added in the App > Accounting tab will be shown here as well. Once you have applied the filters that you need, click the "Export" button.

There are three different ways to export transactions: 

  • CSV file: generates a CSV file with all the transactions resulting from your search.
  • Invoices: exports the invoices that Cledara has collected belonging to the transactions that you have looked up.
  • Account statement: generates a PDF statement for a specific date range.



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