- Once logged in, in the left hand menu, click "Finance"
- In the expanded menu, click "Reports"
- Under "Select Account", choose the bank account you want to pull a report for from the drop down menu
- Select your date range for the report. This can be a daily reconciliation if required.
- Under "Select SMS", choose your SMS provider. This will automatically make sure that the file is in the right format for your SMS.
- Click "Download Payfile"