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September 26, 2024
Question

How do I download all account history from the app? Either in CSV or pdf ?

  • September 26, 2024
  • 2 replies
  • 2 views
Id like a copy that has all invoices and expenses on it

2 replies

Level 10
September 26, 2024

Hi ionaeratcliffe-g Thanks for reaching out to us here on the Community. It's not possible to download a list of invoices and expenses from the app. It is however possible to run a number of reports or a list of invoices/expenses and export them when you've logged into your account via a browser on your mobile device. 

We will submit your valued feedback to our developers and hopefully they maybe able to implement in the future a more robust reporting function on the app.

Level 1
September 27, 2024

@ionaeratcliffe-g 

Do you need to convert your data to another program?