Can I download bank statements from ExpensePlus?
This article explains how you can download bank statements from ExpensePlus, and how to give Independent Examiners direct access to ExpensePlus.
Downloading your bank statement from ExpensePlus
You can download a PDF or CSV statement for any of your accounts listed in ExpensePlus from within the Bank Statement screen of the Bank Reconciliation module. Simply select the type of download you would like at the bottom of the screen, as highlighted below. However, usually one of the Finance Reports will provide you with more helpful and relevant information.
If your Independent Examiner or Auditor is requesting copies of your statements for verification purposes, they will almost certainly need paper or PDF copies of the originals provided directly by the bank. (An export from ExpensePlus is not likely to be sufficient for this purpose).
You can provide your Independent Examiner or Auditor direct 'self-service' access to ExpensePlus to view any information or data that they require. Just set them up as a user in the Settings menu, using the user role "Independent Examiner or Auditor".
To better understand the Bank Reconciliation module, please view the module overview video here.