Your account statement can be downloaded directly from your business account. We also offer an easy way to export statements from all your money accounts in one go.
Anyone on the team—Owner, Admin, or Assistant—can export account statements. You can do this either in the app or on the web.
To export your account statements, simply follow these steps:
Open Your Business Account
Navigate to Transactions
Web Interface: 'Transactions' is located on the left sidebar menu.
Vivid Money App: Find the 'Transactions' menu at the bottom center of your screen.
Click Export and Choose Statements
Web Interface: The Export button is at the top right corner.
Vivid Money App: The Export button appears at the center of your screen after clicking 'Transactions.'
Choose Your Filter:
For mass export of all your account statements, simply tick all the boxes for all the money accounts you have in your business account
You can select the period of your choosing and even the date range for your account statements. If you’d like to download all, simply click ‘All Time’
Choose the File Types:
Available formats: PDF, MT940, and CSV.
Choose the Language:
Available languages: English, French, German, Italian, and Spanish.
Click ‘Get Statements’
Your account statement will then be downloaded.
