UKI Compliance Ideas Portal

Exporting clients details inc the address fields to a spreadsheet , so that we can do a proper client list

Currently there is an export facility , however the formatting on the address fields do not display on the one line when converting to a txt and csv file.


every few months i have to export these details to to run various compliance work , which one is money laundering.


I need the address field so that i can run the address on the ID supplied by the client. For the past few years i have had to do the manually as the export of the address field.


If this can be fixed it would save me a great amount of time, which i can then concentrate on getting ready for MTD

Our client list is growing and i just find it difficult, by having the export working will save me time every time i run it

  • Robert Wilson
  • Feb 18 2025
  • We're Taking A Look At This