How to download your accounting reports?

💡 Quick Tip: How to download your accounting reports?

Need to download your accounting reports?

Here’s how you can export them as a CSV or PDF:

Go to the Reports tab in your portal.
Select the report you’d like to view (e.g., Cash Flow Report).
In the top right corner of the report, click the Print button to save it as a PDF, or click CSV to download the spreadsheet.

That’s all it takes!

Posted Jun 17, 2025, 5:01 PM UTC