How to filter and export transaction data by date

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Vellacott Payments: documents · How to filter and export transaction data by date

Femi Olatunji asked how to filter and export transaction data by month for accounting reconciliation. Connor Webb provided guidance on date format and the CSV export feature.

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Current to 11 Oct 26

Femi Olatunji asked how to filter and export transaction data by month for accounting reconciliation. Connor Webb provided guidance on date format and the CSV export feature.

Problem: Customer needed to extract monthly transaction data in compatible format for their accounting system. Handling: Support explained date filter format and showed how to use the CSV export for monthly sharing with finance team. Watch: Recurring monthly process indicates good brain integration into customer workflows and sustained value creation.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

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Categoryhow_to

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First response (min)439

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created · Femi Olatunji 17 Oct 2025 10:27
Hi, I'm trying to figure out how to pull all transactions for a specific month so I can reconcile with our accounting system. I've tried using the date filter on the search page but can't seem to get the right format. What's the best way to do this?
public_reply · Connor Webb 17 Oct 2025 17:46
Hi Femi, good question. You can filter by date in a couple of ways. The search interface accepts dates in YYYY-MM-DD format, just enter a start and end date for the period you want and it'll pull the results. Let me know if you run into issues.
public_reply · Femi Olatunji 21 Oct 2025 16:15
Thanks Connor, that worked. Is there a way to export the results to a file? We'd like to pull this monthly and send it to our finance team.
public_reply · Connor Webb 22 Oct 2025 12:43
Yes, absolutely. Once you've filtered your results, there's an 'Export' button at the top right of the results table. It'll download a CSV file. You can then import that into your accounting system or share it with finance. That's probably the quickest way to get the data you need month-to-month.
status_change · Connor Webb 27 Oct 2025 16:08
status_change · 31 Oct 2025 23:59

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