Export a list of uncoded bank statement lines
If you have the Advisor user role, you can export a list of uncoded bank statement lines to a PDF or CSV file for you, or others, to work with offline.
- In the Accounts menu, select Bank Accounts.
Click Uncoded Statement Lines.
- Select a bank account, date range, and sort order.
- Click Update.
- Click Export, and select PDF or CSV.
You can add information directly to the file in the Your Comments column.