What's new:

CSV exports of your Mayfair cash account transactions now include a unique identifier for each transaction.
​
​

How this helps:

Many of our customers use external software such as Quickbooks or industry-specific resource applications to manage their firm’s finances. Adding unique IDs to transactions allows for easier integration and automatic de-duplication if your application supports such features.

Who this impacts:

CSV updates affect administrator as well as bookkeeper accounts.

How to get started:

To download a CSV report, simply go to your cash account's page and click Download above to the top right of transactions list.

You'll download a CSV file which will resemble the below screenshot. Column A features unique IDs for each transaction that has occurred on that cash account.