Financial Reporting

How can I update my Financial Report?
You can update your Financial Report by clicking the refresh button at the top right of the screen. If you have any questions, please contact your inter...
Mon, 27 Nov, 2017 at 9:16 PM
Financial Reporting does not show data
When Financial Reporting is first added, the application does not yet contain any data. To retrieve the data, you need to open the application and click the...
Mon, 27 Nov, 2017 at 5:02 PM
How does the Excel import functionality work?
Import CSV Use the attached template to upload your data. The template can be opened and edited in Microsoft Excel. Always save the template as a .csv file...
Tue, 31 Jul, 2018 at 1:22 PM
How can I activate the Excel import functionality
When there are no bookkeeping sources connected, like for example Exact Online Twinfield or Quickbooks Online, the Exel import functionality is automaticall...
Mon, 6 Aug, 2018 at 11:38 AM