To generate a report for your current financial year, please follow the steps below:
- Go to 'Reports'
- Click 'Profit and Loss' from within the 'Accounting Reports' section
- Click 'Show Filters'
- Select 'Include' or 'Exclude' Unreviewed/unconfirmed transactions
- Add the 'period' that you wish to generate a report for
- You can download your financial report in Excel or in PDF format