Can I download bank statements from ExpensePlus?
Yes, 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 (See the image below). However, usually one of the Financial Reports will provide you with more helpful and relevant information.
Important: 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 of course 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 with their own 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.