The steps below outline how to download a financial data export.
- Click Reports on the main homebar
- Within Financial Export, click Download Financial Export
(You'll only see this option if the permission has been activated on your account) - If the export is ready to be downloaded, it'll show Download in the Actions column
If the Export Status shows In Progress ?, you can hover over the ? to see the current status - Click Download
(The download may take some time depending upon the size of the file) - The .zip file will then open in your Downloads folder
- Open the file and click Extract all
- Select your Desktop as the location for the data to be saved. To do this, click Browse…
- Select your Desktop, then click Extract
- The folder contains an IMPORTANT - READ ME file along with folders for landlords, properties (including tenancies), reports and suppliers
Note
Once the account has been deactivated, the financial history cannot be retrieved