Account statement shows all activity that occurred on your Float account within a time period. The account statement can be downloaded by users assigned to the role of a Bookkeeper, Admin, Primary Administrator. The statements can be downloaded as a PDF or as a CSV (with an option to include all receipts).
You can download your statement by following these steps:
- Login to Float and navigate to the 'Transactions' tab.
- Choose 'Statements'.
- Filter by date (you can choose the month or set a custom date).
- Download the statement as a "PDF" or "CSV" or "CSV Including Receipts - Downloaded as a ZIP"
- The statement will download instantly or it will be emailed to you instantly!
At this time you can not use filters outside of the date to export the Statement, if you include them it will still download the full statement.
Note: Not able to download your statement via email? Log back in to Float and try again! The statement should instantly download!