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Clients have requested the ability to send out a statement in excel so the receiving party can import the info directly into their software.
currently exporting data through 'reports' and using that means however is a time consuming process.
perhaps a dropdown in the email statements section (like pdf/no PDF) to allow a statement to be sent as an excel (.csv) file.
"Send out statements to clients in excel"
This would be so useful as we are having this request more and more often!
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