To generate a report for your current financial year, please follow the steps below:
- Go to 'Reports'
- Press 'Profit and Loss' from within the 'Accounting Reports' section in the white box on the right-hand side
- Press 'Show Filters'
- Select 'Include' or 'Exclude' unconfirmed transactions
- Add the relevant 'period' and press the X in the grey box if you need to remove the existing period:
- You can download your financial report in Excel or in PDF format