Export Master Account statement

Follow these simple steps to download your master account statement from Swipey:

  1. Login to your Swipey Dashboard
    Go to app.swipey.co/dashboard and sign in with your credentials (psst! only for Admin and Bookkeeper)

  2. Go to the "Funds" Section
    Navigate to the Funds tab in the left-hand menu.

3. Export from "Funds History"
Scroll down and find the Funds History section. Click the Export button.

4. Choose Date Range & Download
Select your desired date range and click Download.



6. File Format
An Excel (.xlsx) file will be downloaded to your device. It includes format as below. 

Psst! Receipt link is clickable and receipt is downloadable for your finance admin/auditors 😉

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