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How to Generate Accounting Reports

This function allows you to retrieve accounting reports for a chosen time period, for example, for an accountant or internal overview.

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First Step: Go to Reports

  1. Click on Settings in the main menu.

  2. Select Reports.

Generate Accounting Reports

You can find the function at the bottom right under the heading Generate Accounting Reports.

  1. Select Report: Use the dropdown menu to choose which type of report you need (e.g., Revenue, Payments Received, Outstanding, etc.).

  2. Select Time Frame: Enter the date in the From and To fields for the period the report should cover.

  3. Click Create Reports to generate the report. When it is ready, it will appear as a downloaded file in the top right corner of your browser. Click the file to open it.

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