We heard our clients and added a new feature to improve the work process.
We’ve added the option to instantly download all transactions in excel in the Accounts Receivable and Accounts Payable modules. This feature speeds up your tasks by eliminating waiting for data loading, allowing you to download Excel files instantly
This new feature allows you to increase efficiency, save time and focus on data analysis instead of waiting. It is available for free for all our users.
Where to find it
You can see the option to download the information now on three different places in our platform. One is on each of the Receivables and Payables tabs inside the reports page in our platform. It is displayed as below:
Please note that for large corporations, data loading may not be possible. The image above illustrates the scenario when data loading is not available. In all other cases, both data loading and downloading options will be available.
Also, you can see this information by pressing the “Risk Report” button on the company page:
Lastly, you can find the information downloading the company files directly on the dashboard:
In case of download issues
If the download button appears gray (unavailable), it indicates that the company was connected prior to the latest version update. To access the complete Excel file, simply initiate monitoring by clicking the refresh button adjacent to the desired company on the dashboard:
Please note that for large corporations, data loading may not be possible. The image below illustrates the scenario when data loading is not available. In all other cases, both data loading and downloading options will be available.
To know more, send us an email to firstname.lastname@example.org
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