How to Export all Statements Into A Single PDF/EXCEL


1.- Go to the “Accounting” section

2.- Click on “Month End Statements”


3.- Open your Month End Statements report by clicking on the blue digit under the “owner statements” column.

4.- Then, click on “Check All”


5.- Scroll down, you’ll have to options: export to PDF or XLS. Click on the option you need.

6.- You’ll now see a pop up come up that says: “To download the generated report, please click here or go to Reports -> Generated Reports”. Click on this.


7.- You will be taken into the “Generated Reports” section. Most likely, your report will still be in the “Pending” status.

Depending on how many statements you are exporting, this may take a while.

 

8.- Use the “Go” button to refresh the page.


9.- Refresh the page until the report is now in the “Generated” status.

10.- Click on either the “PDF” or “EXCEL” button to the right hand side.

You can download this guide below.

How to Export all Statements Into A Single PDF EXCEL