How can I create and print (or save as PDF) 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 9 months ago
How can 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, choose how to group the expenses: by category or by vendor and then click...
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updated 9 months ago
How do I create a tax summary?
1. Go to the Reports page. 2. Then go to the Tax Summary tab. 3. Select the date range, choose the revenue method: Billed or collected, choose the currency and lastly, click on the blue ...
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updated 9 months ago
How can I create and export client revenue 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 blue S how button. 5. Then click the Save to PDF, Export to Excel ...
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updated 9 months ago
How can I 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 blue Show button. Tip: If you'd like to save or print the list, you'll...
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