To export the transactions record, go to the Transactions tab on the left-side panel.
Once there, click Filter results:
Any of the extra reporting fields added in the application's Accounting tab will be shown here as well.
We show transactions from the last 60 days by default. Modify the timeframe as needed, and click the Export button. There, from the dropdown, you can select what you want to export:
- CSV file: generates a CSV file with all the transactions resulting from your search. You can decide which columns to include.
- Invoices: generate a ZIP file containing the invoices uploaded to Cledara for transactions that you have looked up.
- Account statement: generates a PDF statement for a specific date range.