How do I create and print payments reports?
1. Go to the Reports page 2. Then go to the Payments tab 3. Select the date range and the client(s) 4. Choose how to generate the report: For outstanding payments or for received...
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updated 10 months ago
How do I create and export expense reports?
1. Go to the Reports page 2. Then go to the Expenses tab 3. Select the date range, the vendor and the category 4. Choose how to group the expenses: By category or by vendor 5. Click...
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updated 10 months ago
How do I create a tax summary?
1. Go to the Reports page 2. Then go t o the Tax Summary tab 3. Select the date range 4. Choose the revenue method: Billed or collected 5. Then choose the currency 6. Click the green...
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updated 10 months ago
How do I create and export client reports?
1. Go to the Reports page 2. Then go to the Clients tab 3. Select the date range and the client(s) 4. Click the green S how button 5. Then click the Save to PDF, Export to Excel ...
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updated 10 months ago
How to check my company's cash flow?
1. Go to the Reports page 2. Click on the Performance tab 3. Specify a Date range and currency 4. Click on the green Show button
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