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.