For reconciliation routines, a transaction report is always needed to give you a breakdown of every transaction recorded. The Transaction Report can also serve as a performance report for periodic monitoring.
On the home page
- Click on the hamburger menu ☰
- Click on Transactions
- Click on the kebab menu ( ⋮ ) at the top right side of your screen
- Under More actions, click on Export Report
- Select your report time frame by clicking on the start date and end date columns to select the period for the report.
- Select the option to export your report as an Excel sheet or a PDF format
- Click on the Export Report button at the bottom of the screen.
- You will receive a notification via the Oze App to confirm that your report is ready to be downloaded via your email inbox.
Congratulations Transaction Report exported and downloaded successfully