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Statements: Excel copy

Former Staff

1Posts

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1 Post
Former Staff
Australia
New
New

Hi, 

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. 

 

TJ

 

"Send out statements to clients in excel"

1 Comment
Coreelec
3 Posts
User

This would be so useful as we are having this request more and more often!