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.

  1. In the Accounts menu, select Bank Accounts.
  2. Click Uncoded Statement Lines.

    Image of the Bank Accounts screen and the Uncoded Statement Lines button.

  3. Select a bank account, date range, and sort order.
  4. Click Update.
  5. Click Export, and select PDF or CSV.

You can add information directly to the file in the Your Comments column.

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