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add financial year summary

From example show full summary from April 2022 to March 2023 as HMRC financial year. Instead of just yearly, monthly and weekly add like specific dates. So we can choose the date in a set period. That why we can send to our accounts.

Status: Completed1 comment

Comments1

  • Hung Nguyen

    Team•

    Nov 8, 2023

    Hi Mohammed, I believe this is already possible.

    To export a report PDF or CSV with a custom date range: Tap the gear icon (top left) > tap "Download Data" > tap "Report/Invoice" or "Excel/CSV" > tap "Range" > select "Custom". Then select the start and end dates, and use the blue export button when ready.