We are on hand to help you to explain, demonstrate and provide training on the DropToExcel application, either remotely or in-person, where practical.
DropToExcel gives users the option to output the settings that were used to generate the summary into Excel. This means that each Excel summary will be delivered with a detailed report showing (in a separate tab) the options that the user selected. For example, this will show the acceptable amount and day variance for identifying recurring transactions – seeing this information will help to ensure transparency and accountability throughout the analysis process.
This is a completely free licence for 3 months, which is supported by a selected sponsor that will be advertised on the interface of DropToExcel. This means that you will enjoy the full experience of creating one-click transaction summaries; functionality that includes identifying, analysing, comparing and categorising important transactions, amounts, periods and keywords.
If you can take a screenshot of a problem that you are experiencing, please send it to [email protected], alternatively please call +44 (0)20 3287 8283 for assistance.
Any available updates will be automatically downloaded and installed when the application is opened.