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May 31, 2019
Question

Is it possible to produce a report that shows unreviewed transactions which I can email to the client?

  • May 31, 2019
  • 1 reply
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1 reply

May 31, 2019


Hello caroline140868,

 

You cannot download a report, however you select the print icon at the top of the list and change the printer option to save as PDF. This will then generate a list of the transactions in For Review, which you can email over in PDF format.

 

Thanks,

 

Talia