Reporting > Statement manager report > Mark transactions for extract

Mark transactions for extract

The icon and 'Mark Transactions for Extract' multi-selection option will only appear if the option to mark receipts for extract has been enabled by the Spend Dynamics helpdesk: ebsclientservices@bmo.com and you have been granted the administrator right Admin - Export - Transaction Marking.

Note: You would only use this procedure if you were NOT using the icon and the company-level option, Interface - Export Cash - Require Admin Check, to control which transactions were able to be extracted.

To mark a transaction for extract:

1. Click beside the transaction. A response notification will appear confirming the status had been updated (saved).

   The icon will change to .

2. To change the status back to , click .

To mark several transactions for extract:

1. Click beside the transactions you want to perform a group action on. The icon becomes a red check . If you want to select all employees, click All.
2. Click at the bottom of the list of transactions.

   The Statement Manager Report dialogue box appears.

3. Select Mark Transactions for Extract from the drop-down list.
4. Click Save.

   The selected codes continue to display the icon as you may want to perform more functions. To remove this default, click None at the base of the list.

5. If you want to unmark a transaction for extract, repeat the above procedure but select Remove Extract Availability from the drop-down list.