Some recent changes and improvements to our Statements page!
Monthly Statements
Now grouped by Financial Year with the most recent month at the top.
New and improved Statement design
Quickly download a PDF Statement by clicking on the month.
Easily each month's opening balances, total debits, total credits and closing balances from the main statements screen.
All previous export options are available per month by clicking on the three dots.
Custom (Premium customers only)
Premium clients can now generate customised statements, based on specific:
- Date ranges
- Users
- Budgets
From there you can generate tailor-made statements in our improved PDF format, export all receipts or export in one of the previously provided formats such as CSV.
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