How to Download Statements from Compass
Step 1: Log into Compass
Open the Compass login page.
Enter the Company ID and User ID.
Click on the login button.
Step 2: Access Statements
Once logged in, navigate to the 'Statements' section.
Step 3: Select the Statement Period
Choose the desired period for the statements you want to download.
Step 4: Choose CSV Format
Ensure that the format selected is CSV.
Step 5: Save the File
Click 'OK' to proceed.
Add 'compass' to the end of the file name before saving.
Step 6: Repeat for Additional Statements
Iterate through the process for any additional statements needed.