How do I export Transactions from Transaction Manager?

You can now export transactions to a CSV file. Just filter for what you need and export.

You can now export transactions to a CSV file. Just filter for what you need and export. It's perfect for sharing with clients or reviewing activity across your team or clients.

To export transactions from Transaction Manager to a CSV file take the following steps:

1. Enter the Client Name in the Navigate by Client search box.
2. Select the Client Name.
3. Click the Transaction Manager. 
4. From the Needs Review tab, use the filters to update the Transactions table for the transactions you want to send to your client.
5. Click on the Export to CSV button in the upper right corner of the window.
6. Your file will be downloaded to your local desktop.
7. Once downloaded, you can send the file directly to your client or update the file to a format that is best suited for your client to review.