Since the user is already in the table processing transactions, it would be nice to select a handful of unknown transactions to download into an Excel file from the transactions table.  This would expedite the process to obtain feedback on the transactions from the client. 

Currently, the process is to search and find the individual transactions at the client account transaction screen and download an Excel file, which results in an Excel for each account that you then must combine.  Alternatively, you can copy and paste each line item from the transaction table, which I found to be faster, however, the transaction mapping pop-up deploys each time you click on the transaction line, causing you to close it at least 1x, most of the time it required closing 2x.  

Neither current option works well.