How to download account transactions?
Login -> Dashboard -> Reports -> Account -> Download Account transaction
Login to CaseFox
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar
Go to the sub-tab account and click on download account transaction
An excel sheet will be downloaded to your downloads folder.
Login to CaseFox
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar
Go to the sub-tab account and click on download account transaction
An excel sheet will be downloaded to your downloads folder.
Updated on: 24/04/2023
Thank you!